Wealth Management
Investment Services WA
Save with purpose.
Where do you see yourself in the future? Our CUSO Financial Services (CFS)* advisors offer personalized advice to help you plan ahead for your major milestones like college or retirement.
No Minimum Investment
Our CFS advisors can help find ways to grow even the smallest investments.
Online Portfolio Access
Stay on top of your portfolio at any time with My Portfolio.
Tailored Advice
Get a financial plan that is designed to meet your financial goals and needs.
Dedicated Support
Your advisor is available when you need it, from your first call and beyond.
No Obligation Consultation
Talk with our CFS advisors about your financial goals at no charge.
Managed Accounts
Your CFS advisor will continue to monitor your portfolio’s performance, even after your initial investment.
Your Advisor is with you through every step
Getting Started
Your relationship with your CFS advisor starts the moment you contact us. During your initial conversation, they will take time to get to know you and your financial goals.
Creating a Plan
Your CFS advisor will put together a plan based on your goals. They’ll explain what you can expect, walk you through next steps, and answer questions.
Ongoing Support
After your accounts are set up, your advisor is available to you on an ongoing basis. Have questions or want to make a change? Feel free to contact them; they’re here to help.
Find an advisor who aligns with your goals.
Check the background of your advisor with BrokerCheck.
Transfer an IRA or roll over a 401(k) with a minimum balance of $25,000 to a new CFS IRA and get a $100 gift card.
Save for Retirement and Receive $100.
Open an Individual Retirement Account (IRA). Get $100.
Ready to get started?
Disclosures
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.