Education, purchasing your first home, retirement...these are just a few of the reasons why it's never too early to start investing.
WyHy's Wealth Management investment services, available through CUSO Financial Services, L.P. (CFS*), offers the convenience and benefits of a full-service brokerage to members. Our licensed CFS* Advisors can help design a financial plan to fit each individual member's needs and objectives, including:
Personal Financial Plans
401(k) Rollover Options
Retirement and College Planning
Stocks, Bonds, Mutual Funds
C. Kendall Adams
Cheyenne & Casper Locations
WyHy is pleased to offer trust services in partnership with MEMBERS® Trust Company.
Our experienced team of trust professionals offer a wide range of personal trust services, including estate planning, estate settlement, and management and administration of many kinds of trusts — living trusts, trusts created by your Will, and trusts for special circumstances.
A review of your individual situation can help determine whether you could benefit from use of a trust. Call Bruce Lamborne, Trust Officer, for more information or to schedule a complimentary private consultation.
Bruce Lamborne, Trust Officer
trust services at WyHy are available
through MEMBERS® Trust Company