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Financial plan review
IRA, 401K, 457 plans and TSP rollovers
Education funding
Retirement planning
Tax efficient investments*
Life and long-term care insurance

Meet Our Advisors

We’re committed to providing our members with superior financial solutions. That’s why we have partnered with a financial planning service, CUSO Financial Services, to offer members the tools and services needed to make smart investment decisions.
Learn More about Financial Planning Services.  Check on the background of CUSO Financial Services, L.P. on  FINRA's BrokerCheck.

Meet Your New York Advisors

USALLIANCE Jaime rodriguez
Jaime Rodriguez
CFS Financial Advisor
Email: jrodriguez.cfsinvest@usalliance.org
Phone: (888) 423-3462

Make an appointment or stop in today:
Monday through Friday
555 Boston Post Rd
Port Chester, NY 10573

USALLIANCE anthony della vecchia
Anthony Della Vecchia
CFS Financial Advisor
Email: adellavecchia.cfsinvest@usalliance.org
Phone: (888) 423-3462

Make an appointment or stop in today:
Monday through Friday
710 Berme Road
Napanoch, NY 12458

Meet Your Massachusetts Advisors

Brian Larkin
CFS Financial Advisor
Email: blarkin.cfsinvest@usalliance.org
Phone: (888) 423-3462

Make an appointment or stop in today:
Monday through Friday
71 Station Landing
Medford, MA 02155
*Non-deposit and investment services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.

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“I've been a member for almost a year and I love this credit union. The application process is so quick and easy! I am a member for life.”
Evelyn, USALLIANCE customer
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