Christian Financial Credit Union Investment Center, Available through CUSO Financial Services, L.P.*
Wealth Management and More
Wealth management and investing can be strenuous and confusing. But Christian Financial, through its relationship with our broker dealer CFS, has the products, services and even advisors to help you.
Meet our Team
Our Advisors
Brian Wyzgowski
Brian Wyzgowski is a second-generation advisor and has been working in the financial services industry since 2019 and became a licensed Financial Advisor in 2022. Brian currently holds his FINRA Series 7, and 66 securities licenses and Life Insurance Licenses. Brian recognizes that each client or business has individual needs and dedicates himself to understanding and appreciating each client’s situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans with a holistic approach.
Brian graduated with his bachelor’s degree from Cornell College. Brian is originally from Port Huron Michigan and in his free time he enjoys spending time with his family, friends, and two cats. Brian’s interests include photography, community service, acting in local community theatre, history, and art.
Contact Brian at (586) 498-2057 or brian.wyzgowski@cusonet.com.
Andrew Covic
Andrew Covic is a CUSO Financial Services , L.P. Advisor at Christian Financial Credit Union.
Andrew is passionate about helping clients achieve their financial goals and prides himself on communicating effectively and working creatively to ensure that his clients have a path to success. He also enjoys working with clients as they move through life’s transitions, helping to ease any concerns as they enter a new phase of life. Andrew loves learning and connecting with people, which has certainly helped set him apart as a Financial Advisor. He holds his FINRA Series 6, 7, 63, and 66 securities licenses along with his Life and Health Insurance License.
In his free time, he enjoys spending time with family and friends, keeping busy with recreational sports, and volunteering.
Contact Andrew at (586) 498-3064 or andrew.covic@cusonet.com.
Products and Services available through CFS*
In partnership with CFS we are able to offer members a variety of investment and wealth management solutions, such as:
- Mutual Funds
- Stocks, Bonds and Annuities
- 401(k) and 403(b) Rollover Options
- Retirement Planning
- Education Funding
- Estate Planning Strategies
- Business Succession Planning
- Legacy Planning
- Trust & Will Assistance
Trade by day or by night with E-Vision
Through our broker/dealer, CUSO Financial Services, L.P. (CFS)*, we provide the investment choices you want and the tools and services you need to help you achieve your financial goals.
If you are an investor who wants to make your own investment decisions, CFS is your choice for online investing in stocks, options, and mutual funds, with commissions as low as $14.95**. To assist you in your decision making, you have access to 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, every day.
Top to Bottom Life Insurance Coverage Options
Policygenius offers smart tools to easily compare personalized quotes and life insurance policies. And there is still bit of the human touch. You have access to licensed experts to answer questions, handle paperwork, and help you make decisions with confidence.
Ready to Take the Next Step?
Complete this form and one of our advisors will be in touch soon.
Reviews
Don't take our word for it!
“If you want to get great rates on a CD or other low-risk investment accounts, come here for sure!”
“Awesome Credit Union, friendly people.”
“I have been a member for well over 25 years. They provide excellent service and care for their customers.”
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Christian Financial Credit Union Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Center, and may also be employees of Christian Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Christian Financial Credit Union or Investment Center. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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