Investment & Insurance Services

Available through CUSO Financial Services, L.P. (CFS)

Rogue Federal Credit Union and CUSO Financial Services, LP (CFS), our full service broker dealer, provides you effective strategies in all areas of your Investment and Insurance needs. We are committed to helping you and your family achieve your financial goals. Regardless of where you are on the road of life - whether you're getting ready to buy your first home or planning for retirement -

You can take steps today for a better tomorrow!

Add value to your credit union membership by strengthening your financial security!

Complimentary Financial Analysis/Review

  • Financial Planning/Investments
  • Individual PERS Counseling
  • Financial education workshops for you or your business
  • Mutual Funds
  • Brokerage Accounts - Stocks and Bonds
  • Retirement Plans - IRA's, 401(k), 403(b), SEP, SIMPLE
  • Estate Planning
  • Educational Funding
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Gary Duvall
Financial Advisor
gduvall [at] roguefcu [dot] org
Contact Information
541-858-7325
800-856-7328
1370 Center Drive
Medford, OR 97501

Andrew Staley
Financial Advisor
astaley [at] roguefcu [dot] org
Contact Information
541-858-7325
800-856-7328
1370 Center Drive
Medford, OR 97501


We are available to meet with you for a no cost, no obligation consultation and portfolio review. Call 541-858-7325 or elubonski [at] roguefcu [dot] org( e-mail) us to schedule your appointment with a Financial Advisor. It's the next step in achieving your financial goals!

Investments offered through CUSO Financial Services, L.P. (CFS) are not FINRA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Rogue Federal Credit Union and are registered through CFS. Rogue Federal Credit Union is affiliated with CFS (member FINRA/SIPC and SEC Registered Investment Advisor).