CFS Financial Assistant
P: 260.487.3348 | E: firstname.lastname@example.org
Suzanne Heck has over 20 years of experience working with our investment team here at 3Rivers. She is the first point of contact on the phone with most members and enjoys building and deepening relationships with them, while providing a great overall experience. She works closely with all of our wealth advisors to make sure the department runs smoothly – by executing daily communications, coordinating schedules, and helping with members’ needs.
*Non-deposit investment products and services are 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. ClearFuture Financial is a trade name for the investment & insurance products available at 3Rivers Federal Credit Union.