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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact us today to set up a complimentary, no-obligation meeting. 

Meet Our Team

Eric  Morrow

Eric Morrow

Financial Advisor CUSO Financial Services, L.P. at Patriot Federal Credit Union

888-777-9982

Alex  Bacay

Alex Bacay

Financial Advisor CUSO Financial Services, L.P. at Patriot Federal Credit Union

717-709-4991

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