Investment Solutions

Whether your retirement is just around the corner or years away, we can help you prepare for your future. 


MoneyGuide Pro

All members get access to MoneyGuide Pro for no additional charge! This financial planning software offers a variety of robust tools to help you prepare for whatever life throws at you! 

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Find a CFS* Advisor at Piedmont Advantage Investment Solutions

Would you like to speak with one of our CFS* financial advisors at Piedmont Advantage Investment Solutions? Just submit your details and we’ll be in contact with you shortly. You can also email us for any further questions.

  • 1-800-433-7228
  • 3530 Advantage Way Winston-Salem, NC 27103 
  • FINRA Broker Check
Contact Information


Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states.  Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

*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.

Headquartered in Winston-Salem, North Carolina, and founded in 1949 within the airline industry, Piedmont Advantage Credit Union (PACU) now serves member-owners, who reside, work or worship in one of the eight communities it serves in North Carolina or who are employed by one of its many employer companies. These eight communities are in Forsyth, Guilford, Mecklenburg, Cumberland, Duplin, Iredell, New Hanover and Rockingham counties. A nonprofit cooperative financial institution, PACU has 10 branches throughout its service region and employs a workforce of over 100.

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