Investment Services

Available through CUSO Financial Services, L.P. (CFS)1

We'll help you chart a course to help you reach your goals. Put our resources, expertise, and proven strategies to work for your portfolio.

A great future starts with good planning today

  • Leverage our knowledge, experience, and technology
  • Adapt quickly to changing conditions
  • Work with advisors who really listen

If financial security is your goal, the Financial Advisors1 from GECU Investment Services can help you create your personal roadmap toward financial independence.

When it comes to making a plan for the future, with all the milestones—big and small—in between, it's nice to know you have attentive, seasoned advisors at your side. We'll work with you to develop a personalized investment plan to make your money work smart—providing strategies and products toward growing your assets and income. You'll have access to an advanced suite of investment strategies and resources, combined with expertise and solutions to fit your goals.

  • Committed to your best interests: We adhere to high standards of ethics, security, and transparency.
  • Tailored to your needs: We take the time to learn what you need and work with you to craft flexible solutions, instead of fitting you into a one-size-fits-all solution.
  • Seamless delivery: Our knowledge, experience, and technology help us consistently deliver with plans developed to help meet your individual goals.
  • Proactive support: We work to help you move forward, offering new ideas and potential opportunities along the way.
  • View your accounts anytime: Wherever you are, you'll have convenient access to view and manage your investments through Online Banking and our mobile app.

Start with a plan

Our CFS1 Financial Advisors will use industry-leading MoneyGuidePro® software2 to provide you with an extensive, complimentary financial plan based on your wants, wishes, and needs. This software runs thousands of trials and helps you feel confident you'll have enough money to fund your future. A financial plan is ever-changing, so you can always adjust to ensure your personal and financial goals are aligned.

Providing services that fit your needs

We offer full-service investment solutions and a wide array of investment accounts to give you sound advice and help you make decisions that will secure your brightest future

  • Financial Planning: A plan to target your goals by evaluating your entire financial picture, then outlining strategies tailored to your individual needs and available resources.
  • Wealth Management: Wealth Management takes financial and retirement planning to the next level. It's a continual management of your entire financial portfolio to preserve your wealth so that you can pass it on to your loved ones.
  • Retirement and Retirement Income Planning: You have a vision of how your retirement should look, but how do you get there? Creating a plan to save funds now, can help you have the retirement you want in the future.
  • Long-Term Care Planning: Healthcare costs are on the rise and as individuals are living longer, there is a possibility of needing services and support for chronic health conditions or disabilities. Our CFS1 Financial Advisors can develop solutions for how to cover these expenses.
  • Social Security Planning: As you approach retirement knowing when and how to file for Social Security benefits can make a difference. Investment Services can help develop a plan so you can make the right choices for your situation.
  • Asset Allocation and Diversification of Investments: To help you manage risk and a huge loss of funds, it's a good idea to spread your money across a variety of investments. Working with the CFS1 professional can help you determine the strategy that's right for you.
  • 401(k) and IRA Rollovers: There may be a time you'll need to move funds from one retirement savings vehicle to another. Working with a professional can ensure you are doing the right things for your situation.
  • Investing: Investing is a carefully planned and prepared approach to managing and accumulating money. Investment Services helps first-time investors get started or works with experienced investors to explore other options or maintain their current strategy.
  • College Fund Planning: The cost of higher education is rising. Developing a plan to help cover these costs can be helpful. Let Investment Services help you develop a strategy to ease the burden of paying for college later.
  • Medicare Planning: At some point in your life, you'll need healthcare coverage. Whether you are on an employer-sponsored plan, retirement and on Medicare, or have some other way of covering costs, all of these options can affect your overall financial plan. Investment Services can help you make the right choices that align with your goals for your situation.
  • Discount Brokerage: For those interested in purchasing and selling stocks, options, and mutual funds, our CFS1 Advisors will assist you with make decisions. They'll provide quotes, charts , and analysis, plus high-powered tools for managing your portfolio and screening mutual funds. You have 24-hour access to the information you need.

It’s never too early or too late to invest in your future

We take the intimidation and fear out of investing. Get tailored, trusted advice, and customized financial planning—so you’re confident in your future. What are you waiting for? Take the first step or make the switch and learn more about potentially growing your money today.

Contact our CFS1 Financial Advisors today to set up a no-cost, no-obligation consultation.

Todd Blessing

CFS1 Financial Advisor
OH Ins. License #592161
[email protected]
o: 513.243.4328 x173

As a CFS1 Financial Advisor, Todd assists members with asset management, retirement planning, estate planning strategies, and wealth preservation. He specializes in the design and implementation of strategies for personal wealth management. He is a graduate of Miami University and received the Gold and Silver Pacesetter Awards from 2012-2021, which recognizes the top revenue-producing CFS1 registered representatives. Todd has been in the Investment Business for over 24 years with 10 years as an Investment Wholesaler and 14 years as a Financial Advisor. Todd has a Series 7, 63, and 65 licenses and is licensed to sell securities in the following states: AZ, CA, FL, GA, IL, KY, MD, MI, MN, MS, MO, NC, NY, OH, SC, and VA.

Todd primarily serves our Reading Road and Oakley branches; he is available to meet with members at any location.

Erik Waldron

CFS1 Financial Advisor
OH Ins. License #1005593
[email protected]
o: 513.243.4328 x305

For many people, the number one concern they have when it comes to retirement is running out of money. Erik will work with you to create a comprehensive financial plan to preserve your wealth, navigate common pitfalls, and help ensure your success in retirement. With over 28 years of industry experience, he looks forward to developing an individualized plan to help meet all your retirement goals. Erik graduated from Ohio University with a bachelor's degree in finance. He currently has Series 7, 63, and 65 licenses. Erik is licensed to sell securities in the following states: FL, IL, IN, KY, and OH. He is licensed for Insurance in the states of OH, KY, FL, and IN.

Erik primarily serves our Mason, Loveland, South Lebanon, and Liberty Way branches; he is available to meet with members at any location.

General Electric Credit Union is a full-service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky.

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