Who We Are

At Piedmont Advantage Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*, we believe your dreams are worth pursuing.  And we know that pursuing your dreams means taking a personalized approach to your financial plan. Not only will we help you plan your journey, we also will track your progress and provide alternate routes if necessary, all so you can reach your destination safely, efficiently and confidently.

Through our clearly defined process for financial planning, we work to deliver peace of mind through solid financial advice around all of your financial decisions. The goal of our experienced team of financial advisors is to partner with you to create a plan that helps you achieve your financial goals. Our commitment to you is that all recommendations are made with your best interest in mind, based on what you want to achieve and what’s best for your family.

Have questions on how to get started? Fill out the form below and one of our Financial Advisors will contact you.

*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.

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