Our investment services include:
- Retirement and income planning
- Investment analysis and portfolio allocation
- Tax reduction strategies*
- Wealth transfer and estate planning strategies
Through our broker-dealer, CUSO Financial Services, LP, we offer a broad range of investment products* to help you implement your plans, including:
- Mutual funds
- Fixed, Equity-indexed, and Variable annuities
- Traditional and Roth IRAs
- 529 plans (college savings plans)
- Life and Long Term Care Insurance
- Individual stocks and bonds
Visit ABNB Financial for more information about services.
Neal Davis, Senior Investment Advisor
Neal has been assisting clients in managing their money for over two decades. He believes in “applying common sense and plain English to the world of investing”. Neal specializes in retirement and income planning, but also helps members with college planning, life insurance, and tax reduction strategies. He knows that since every family’s financial situation is different, every investment plan should be tailored to fit their unique needs, especially in today’s ever-changing economy.
In order to be able to offer a wide range of investment products, Neal holds series 7, 63 & 65 securities licenses, as well as Virginia life, health, and variable contracts licenses. He also has state securities registrations in CO, FL, GA, HI, KY, MD, MI, NH, NY, NC, OH, OR, PA, VA, WA
Neal earned a B.A. from Hampden Sydney College and a M.S. in Accounting & Taxation from Old Dominion University.
David Robinson, Investment Representative
David’s goal is “to help members plan today so they can live comfortably tomorrow”, and he’s been doing just that for over 30 years. By taking a look at the big picture and educating members on different investment strategies, he’s able to assist in planning for retirement or college, evaluating their life insurance needs, and diversifying their investments.
In order to help members reach their financial goals, David holds series 6 & 63 securities licenses, as well as Virginia life, health, and variable contracts licenses. He also has state securities registrations in CA,CO, DE, FL, IL, IN, LA, NY, NC, OK, RI, VA
David earned a B.S. in Business Administration from Seton Hall University.
“Do-it-Yourself” Online Trading
If you are an investor who wants to make your own decisions, eVISION is your premium choice for online investing in stocks, options and mutual funds, with commissions as low as $14.95 (complete pricing schedule available online upon sign-in). To assist you in your decision-making, we provide quotes, charts, and analyses for managing your portfolio. You have 24-hour access to the real-time information you need. Every day.*
Sign into eVISION online.
eVISION® is a registered trademark of CFS.
*Extreme market volatility and trade volume may affect system access and execution.