This is what you have been working for.
When considering retirement and other financial obligations, it's easy to think you have plenty of time to plan–but starting now helps strengthen your financial position.
Plan your future.
Build Your Portfolio
Save for your child’s future with a 529 Plan while starting or expanding your portfolio with an Individual Retirement Account (IRA).
Prepare for Retirement
Our CFS* financial advisors will review your current retirement plan and create an investment roadmap based on your goals.
Leverage Retirement Income
It’s finally time to enjoy the things you’ve worked so hard for. Stay on top of your annual reviews to get the most out of your nest egg.
Real people. Ready to get you started.
Check background on FINRA’s BrokerCheck
Margaret Taylor, MBA CRPC®
CFS Financial Advisor
Margaret understands that the cornerstone of financial planning is recognizing everyone’s unique economic and life situations. Her goal and commitment is to build a lifelong relationship with members and their families while exploring the best options to help reach their financial goals.
- Investment Advisor Representative through CUSO Financial Services, L.P.
- Over 20 years of experience in the investment industry
- Series 7, 63, 66, and Virginia Life & Health Licenses
- Bachelor and Master of Business of Administration from Averett University
- Experience in selling bonds, mutual funds, annuities, and life insurance
- Chartered Retirement Planning Counselor® specializing in income planning, retirement plans, and rollovers
(757) 595-2147
Want to make your own investment decisions?
eVision® is your premium choice for online investing in stocks, options, and mutual funds.
Access your portfolio online.
View your full service brokerage account online through CUSO Financial Services, L.P. (CFS)*, our broker/dealer.
*Non-deposit investment products and services 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. Newport News Shipbuilding Employees’ Credit Union (NNSECU) has contracted with CFS to make non-deposit investment products and services available to credit union members. BayPort Credit Union is a DBA name for Newport News Shipbuilding Employees’ Credit Union. eVision® is a registered trademark of CFS.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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