My Portfolio View To visit your investment portfolio online, please click here. The E&A Investment Center provides a wide variety of products and services available through CUSO Financial Services, L.P. (CFS), our broker-dealer.* Our CFS Financial Representative is dedicated to helping you map out a plan to include your short and long-term financial goals. Our CFS Financial Representative is prepared to assist you with a broad selection of products and services including: Retirement Planning Investment Plan Review  Insurance Planning Education Planning Estate Planning Tax Planning Business Planning Mutual Funds & Annuities Not NCUA Insured | No Credit Union Guarantee | May Lose Value For more information, please call our investment representative, Mark Stein, at 810-966-4600 ext. 4139. Mark Stein Mark Stein recently became a part of the E&A Credit Union team as the new CUSO Financial Services, L.P. (CFS) Investment Representative. During his previous ten years in the business world, Mark has always been about identifying and then meeting the needs of his clients. For the last five years, Mark has worked in the financial services field serving locally as an Investment Representative for two national banks. He is honored and excited to bring his knowledge, experience and passion for helping others to the E&A Credit Union team. Mark believes that each member deserves professional and individualized service. His goal is getting to know the financial needs, goals and dreams of each member. Mark’s personal and consultative approach assists in building relationships with each member, while earning him the role of a representative you can count on. He is looking forward to helping our members meet their financial needs and objectives by utilizing his years of investment experience, as well as the personal attention that he gives to each individual member. Mark is a lifelong resident of Port Huron, where he lives with his wife, Lisa, and their three children, Hannah, Caleb and Olivia. In his spare time Mark enjoys time with his family, serving in his local church, playing basketball and recreation softball, watching Detroit Tigers and University of Michigan sporting events, and the fine art of grilling. *Investment products and services offered through CUSO Financial Service, L.P. (CFS) are not NCUA/NCUSIF insured, are not Credit Union guaranteed and may lose value. Financial Advisors are employees of E & A Credit Union, and registered through CFS.  E&A Credit Union is affiliated with CFS (member FINRA/SIPC)