Piedmont Advantage Investment Solutions

Available through CUSO Financial Services, L.P.

Grow with Confidence

Your goals deserve more than a one-size-fits-all approach. With Investment Solutions, you will get personalized guidance and smart strategies designed to help you move forward clearly, confidently and on your terms. From retirement planning to portfolio management, we’re here to help you make decisions that support the life you want to live.

Investment Solutions Services

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Our Approach

Financial planning isn’t just about numbers. It’s about creating a clear, step-by-step path toward the future you want. Our Investment Solutions team starts with what matters most to you: your goals, values and vision. From there, we build a personalized plan that evolves with you.

It’s a collaborative process rooted in trust, transparency and conversations, not sales and pitches.

Learn More

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Financial Advising

We believe your dreams are worth pursuing at Piedmont Advantage Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*. Pursuing your dreams means taking a personalized approach to your financial plan.

We will help you plan your journey and track your progress and provide alternative routes if necessary, so you can reach your destination safely, efficiently and confidently.

Meet Fitz McMurry

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Client Resources

Here’s where you can check in, stay informed and keep your financial plan moving forward.

You’ll have access from your desktop and mobile devices to Clear1, an intuitive, personalized client portal with detailed account information, transaction history and document storage.

It’s all here to help you stay confident and in control.

Go to Clear1

Investment Calculators

Planning for your future doesn’t have to be overwhelming. In fact, it can be empowering, especially if you have the right tools. From sizing up your 401(k), mapping out your retirement goals, comparing Roth vs. Traditional IRAs or wondering how life insurance fits into your long-term picture, our suite of investment calculators** is here to help.

Try a Calculator
Disclosures

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Piedmont Advantage has contracted with CFS to make non-deposit investment products and services available to credit union members.

Check out your advisor’s background on FINRA’s BrokerCheck.

**Calculators are solely for informational purposes and provide reasonably accurate estimates; the calculations are not intended to be relied upon.