Wealth & Retire

At Fastline Bank, we believe financial wellness isn’t just about saving — it’s about building a life you feel confident living today while preparing wisely for the future. Our Wealth and Retirement Services are thoughtfully crafted to support your journey through every stage — whether you're beginning to invest, funding your child’s education, or planning for a fulfilling retirement.

Through our partnership with CUSO Financial Services, L.P. (CFS), we connect you with experienced financial advisors who take the time to understand your goals, assess your full financial picture, and develop personalized strategies. From optimizing your current assets to shaping a future aligned with your values, Fastline is your trusted financial guide every step of the way.

Whether you're aiming for early retirement, building a college fund, diversifying investments, or creating a legacy plan — we provide the expertise, tools, and resources to help you reach your milestones with clarity and confidence..

Check the background of this firm on FINRA’s BrokerCheck.

CFS does not provide legal or tax advice. Please consult a qualified tax or legal professional.

*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 Fast, and may involve investment risk including possible loss of principal . Investment Representatives are registered through CFS. Fast has contracted with CFS to make non-deposit investment products and services available to Fast members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.