We're here to assist you in your retirement, estate planning, insurance needs and more. Our retirement planning professionals available through our broker-dealer, CUSO Financial Services, L.P. ("CFS"), can help you create a long-term plan that prioritizes your goals.

Friendly advisors cater to your unique needs

  • Retirement and income planning
  • Investment analysis and portfolio allocation
  • Tax-advantage strategies
  • Estate planning and strategies for wealth transfer

Choose from various investment products

  • Mutual funds
  • Fixed, equity-indexed, and variable annuities
  • Tradition and Roth IRAs
  • 529 college savings plans
  • Life and long-term care insurance
  • Individual stocks and bonds
Check the background of these investment professionals on FINRA’s BrokerCheck.

Your Investment Team

Preston Web                    Haskins Web                 Hooper Web
Preston Ivey                    Albert Haskins               Cindra Hooper
CFS Financial Advisor      CFS Financial Advisor    CFS Licensed Sales Assistant     

Specializing in:

  • Retirement Planning
  • Retirement Plan Rollovers
  • Mutual Funds
  • Traditional & Roth IRAs
  • Educational Planning


Contact Advantage Financial today at 757-886-3369

* 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 the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. 1st Advantage Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice please consult a qualified tax professional.