Helping You Achieve Your Financial Goals

Money One Federal Credit Union offers you a choice of financial and investment services.

No matter where you are in life. Whether you are preparing for a new family, college funding, or retirement, you can choose the advisory services of our experienced full-service Investment professionals registered through CFS* to help you, or use our online resources to do it yourself. Either way, we make it easy for you.

Full Service
Are you an investor seeking comprehensive advice from an Investment professional? Contact us at 301-925-4600 x250 or email us at info@moneyonefcu.org to schedule an appointment!

Working with a CFS* Financial Advisor at Money One gives you access to the resources and professional experience to help you build a strong financial future with a plan tailored to your individual needs. Our CFS* Financial Advisor is ready to put our experience to work for you.

• Consultative Approach - Our approach is individualized and consultative. We work with you to define a financial strategy customized to your goals, risk tolerance, tax, income and cash-flow needs.
• Comprehensive Planning - We develop a comprehensive financial and asset allocation plan that matches your objectives, balancing investments, savings, insurance, and other services to help you achieve your dreams.
• Ongoing Counsel and Support - As a partner in your financial well-being, we provide ongoing counsel and meet regularly to ensure your plan is on track.

Meet your Financial Advisor.

Self-Directed, Online Trading
Are you an investor who prefers to manage your own portfolio and make your own trading and investment decisions?
Having the right tools is everything when it comes to online investing. For active, self-directed investors we have a start-to-finish, flexible and economical online trading tool for researching, tracking and trading stocks.
• Online trading 24 hours a day, 7 days a week
• Research individual stocks, options and funds
• Get real-time quotes, plus news and analyses
• Low online trading fees/commissions (Trades as low as $14.95)
• Retirement and Financial Planning
At Money One, we want to help you build a relatively secure financial future and help you reach your goals. That's why we offer a variety of financial services, the experienced professional advice, and the resources you need to help identify and achieve your goals.
Other services are also available, including:

• Investment and Brokerage Services
• Estate Planning
• Mutual Funds
• Small Business Retirement Plans
• Investment Strategy Development
• Business Continuance Planning
• Portfolio Reviews, Analysis and Assessments

Your Financial Advisor would be pleased to discuss these services with you in greater detail. Contact us at 301-925-4600 x250 or email us at info@moneyonefcu.org to schedule an appointment.

*Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/ NCUSIF insured, Not credit union guaranteed and may lose value. Money One Federal Credit Union is affiliated with CFS. Financial Advisors are employees of Money One Federal Credit Union and registered through CFS (Member  FINRA/SIPC). Representatives assisting with investment products may also accept member deposits on behalf of Money One Federal Credit Union.

**eVISION® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule available online.