WinSouth Financial Services

Financial Advisor

(256) 543-7660
james.houston@pesmail.com

WinSouth Financial Services

What is a CUSO?

A Credit Union Service Organization (CUSO) is formed by a credit union or multiple Credit Unions to better service Credit Union members with products that are not normally or cannot be provided by the Credit Union.

What is WinSouth Financial Services?

WinSouth Financial Services is the Credit Union Service Organization (CUSO for WinSouth Credit Union. It is a subsidiary of WinSouth Credit Union to help reduce expenses and broaden member relationships by offering additional products to members of WinSouth Credit Union. WinSouth Financial Services was formed in 2004 and offers a variety of products for our members. Below is a listing of just some of the services they provide:

• Retirement Planning
• Investments
• 401k Rollovers       
• Life Insurance
• Annuities
• Disability Insurance
• Long Term Care
• Partnership Insurance
• Employee Group Benefits

For more information please contact us.