CUSO Financial Services L.P. (CFS)

Warren Federal Credit Union is here to help you achieve your financial goals. Perhaps you want a secure retirement, a vacation home or would like to save for your child's education. Clearly identifying your financial goals and understanding what you need to achieve them is only half the work. Donna Creighton, financial advisor for CUSO Financial Services, brings it all together in a personally tailored plan just for you. With her assistance you'll establish your goals and make informed, educated investment decisions.

Your Warren Investment Services Financial Advisor

  Donna Creighton
  Investment Advisor
  Securities offered through CUSO Financial Services, L.P.
  307.432.5444
  dcreighton@warrenfcu.com

Donna Creighton, an Investment Advisor, registered through our broker dealer, CUSO Financial Services, L.P. (CFS) at Warren Federal Credit Union, is uniquely qualified to help you plan your financial future. She represents many of the best financial products available today, offering a high level of personal service and professionalism to create comprehensive financial plans for businesses and individuals.

Donna can provide financial advice and design a plan to help you achieve your goals. Donna has worked in the financial services industry for over 25 years, is a licensed insurance agent, and holds securities licenses series 7, 63, 66, and is NASD registered for the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Kentucky, Massachusetts, Maryland, Missouri, Montana, North Dakota, Nevada, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Utah, Virginia, Washington and Wyoming.

She has an extensive background in personal and business lending, in financial evaluation for your unique situation, in building wealth through investing, and diversification through the debt and equity markets. Donna's primary emphasis is building long-term relationships through superior client service.

The Investment Services Center at Warren Federal Credit Union is a unique service available to all Warren Federal Credit Union members providing the following benefits including but not limited to:

• Mutual funds
• Tax-deferred annuities
• Individual retirement accounts (IRAs)
• Roth IRAs
• Education IRAs
• 529 plans
• Custodial Accounts
• Retirement plans – 401(k), 403(b), SEP
• Education fund accounts
• Stocks
• Corporate and municipal bonds
• Money market funds
• Member Portfolio View
• *eVISION®

Take the first step in securing your financial future, contact Donna Creighton 307.432.5444

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April 2008 Newsletter