It’s your money. We’ll help you invest it wisely.

Whether you’re just starting your career or looking forward to retirement just around the corner, Meritrust gives you the opportunity to invest your money and watch it grow.

Through an alliance with CUSO Financial Services, we offer access to a full range of brokerage services, including:

• Financial analysis
• Professional money management
• College savings plans
• IRA rollovers
• Business retirement plans
• Stocks and bonds
• Mutual funds
• Annuities

Open your account

If you want to start a conversation about financial planning or just hear your options, feel free to call our registered Financial Advisors, Denise Devine, at (316) 651-5185, or Chuck Carroll, at (316) 651-5122.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. Meritrust Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

By accessing any Third Party or Affiliate link from this page, you will be leaving the Meritrust website and entering a website hosted by another party. The Credit Union has no control over these sites/addresses; and the Credit Union shall have no responsibility or liability relating to any access to such sites or communications between you and such Third Parties or Affiliates. The Credit Union is not responsible for the privacy practices or the content of Third Party or Affiliate Sites. We encourage you to review the privacy policy and security offered on that site before providing any personal information.

Denise Devine

316.651.5185

CFS Financial Advisor Denise Devine offers a broad range of investment and financial planning products and services.

Denise provides comprehensive investment strategies through a no-cost, confidential financial consultation. Because each individual situation is unique, Denise prepares a thorough analysis before any recommendation is given.

With over seventeen years of financial experience, Denise prides herself in listening to and taking time to fully understand her clients’ individual needs. Using her experience and broad knowledge of financial services and products, she seeks to develop a long-term consultative relationship that will help her clients achieve their financial goals.

Whether you are looking to establish a new financial plan or enhance your current plan, please contact Denise Devine to learn more about the investment products and services available through CUSO Financial Services.

Chuck Carroll

316.651.5122

Chuck Carroll is a comprehensive Financial Advisor with CUSO Financial Services who offers his clients the full array of stocks, bonds, mutual funds, and annuities. Chuck uses his extensive knowledge of these products to carefully match a members risk tolerance with the products and services recommended. He then recommends an appropriate course of action for his clients through a no-cost, confidential financial consultation.

With over seven years of financial experience, Chuck is dedicated to assisting members in achieving financial growth and the security they seek for their future. Over the years, he has developed a specialty in helping clients plan for their retirement, with an emphasis on rollover planning.

Whether you are looking to establish a new financial plan or enhance your current plan, please contact Chuck Carroll to learn more about the investment products and services available through CUSO Financial Services.