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Investment Services

Stop Imagining & Start Realizing Your Financial Goals

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Investment Services are offered through CFS*
Check the background of this firm on FINRA’s BrokerCheck

Family feeling confident in their financial plans
Realize What’s Possible

what are your lifetime financial dreams, & do you have a plan to reach them?

At Charlotte Metro, it’s our mission to help you achieve the financial future you’ve always imagined. Our Investment Services team is committed to listening to your individual needs and finding creative ways to help you realize your financial goals.

start with a conversation

start with a conversation

Figuring out where to start is always the hardest part. When you connect with our team, you’ll tell us where you want to go and we’ll give you honest, open feedback on how you can get there.

Make a financial plan

discover your perfect plan

With a strong focus on your long-term financial objectives, your financial future is now within reach.

prepare for the unexpected

prepare for the unexpected

Life happens – and we totally get that! You need the flexibility and support to ensure you’re prepared for those pop-up financial obligations along the way.

Family feeling confident in their financial plans
Man checking on his investments accounts
Aim High, Go Higher.

ready to talk to the investment services experts?

Our CFS Representatives can assist you with:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments**
  • Retirement Income Strategies
  • Education Funding
  • Life and Long-Term Care Insurance
Man checking on his investments accounts

donna panton

CUSO FINANCIAL SERVICES ADVISOR

My financial planning philosophy is this: I believe in a simple, straightforward, hands-on approach that is based on mutual trust, open communication, and an ongoing relationship.

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tony alvarez

CUSO FINANCIAL SERVICES ADVISOR

Working with me, you can expect to have a financial advisor who will continually build your financial knowledge and be a proactive partner throughout your financial journey.

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ok, so here’s the fine print:

Let’s Chat

grow your money, your way

We can’t wait to learn about you, your goals, and your aspirations. Let’s get started...

grow your money, your way

We can’t wait to learn about you, your goals, and your aspirations. Let’s get started...