At different stages in your life, you have different priorities, responsibilities and financial goals. Strategic financial advice, as well as a source for investment and insurance options for your current life stage are available at Sound Credit Union, through CUSO Financial Services, L.P. (CFS).
Your personal Financial Advisor, Paul Stevick, will work with you to monitor and assess your financial, insurance, and investment needs as changes in your life or business occur. You can receive professional guidance on insurance, investments and financial planning for retirement or college funding. Business owners can receive advice on employee benefit plans, business succession, and protection for key employees. There is no cost or obligation for meeting with your Financial Advisor.
As your personal Financial Advisor, you can expect the same level of care and service you're accustomed to receiving at Sound Credit Union.
Paul Stevick is here to offer you knowledgeable and objective financial advice,
based on your individual or business needs.
*Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer, are not NCUA/NCUSIF insured, are not obligations of Sound Credit Union, are not Credit Union guaranteed, and may lose value. Investment Representatives are employed by Sound Credit Union and are registered through CFS. Sound Credit Union is in partnership with CFS (member FINRA/SIPC).
Did you know that as a member of Sound Credit Union you are eligible for no-cost insurance protection from The Hartford Insurance Company? The no-cost $2,000 Accidental Death & Dismemberment insurance, as well as group rates on supplemental coverage, is just another great benefit of being a member at Sound. Take advantage of this no-cost insurance protection today.