Broker Check

About Us

We can help you establish a strong financial foundation.

Wherever you are on your financial journey – just getting started, buying a home, starting a family or thinking about retirement – we’re here to help. Let’s discuss how we can help make your financial goals a reality.

Client Centered

At Truliant Financial Advisors, we partner with CUSO Financial Services, L.P. (CFS) to provide our members with straightforward and objective financial guidance to save you time while making the most of your money.

Our investment professionals are employees of Truliant Federal Credit Union and licensed by CFS. Our CFS* financial advisors will uncover the options that best fit you, your family and your situation and help you navigate through the decision-making process. As life changes, we strive to anticipate and address challenges to help keep you on track toward a meaningful and purpose-driven financial future. 

We invite you to peruse the information on our website and reach out to us with any questions. We look forward to speaking with you.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Have a question?

Thank you!