Investment Services

Telhio Credit Union is a not-for-profit financial cooperative that is a  full-service financial institution. That means that our members are our owners and they can expect to receive high-quality financial services to meet all of their needs.

Telhio Investment Services is an integral part of your credit union of choice.  As part of a safe and strong financial cooperate, Telhio Investment Services, through our broker/dealer, CUSO Financial Services, L.P. (CFS), makes available to you world-class money managers that are some of the most respected companies available to manage your investment accounts.

CFS Advisors and Representatives at Telhio Investment Services make it easy to customize a personal financial plan based on your unique objectives and financial situation.  Representatives meet with you in a relaxed, no-obligation, confidential meeting at a location of your choice.

 When it is time to decide upon a life insurance policy, gain advice about what to do about a 401 (k) rollover, or need help selling shares of stock, consider the knowledgable and professional associates of Telhio Investment Services.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

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February 09, 2010 @ 11:15 AM

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