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Wealth Management Solutions at PNWFCU
We provide our members with access to a broad array of wealth management solutions through our broker dealer, CUSO Financial Services, L.P. (CFS). Our CFS* Financial Advisor, Ron, will work with you to help you identify and achieve your financial goals. In a complimentary, no-obligation consultation, Ron can help you develop a customized plan in the following areas:

  • 401(k), IRA and TSP rollovers1
  • Retirement planning
  • CD/savings alternatives
  • Brokerage accounts
  • Inheritance
  • Life insurance
  • Long-term care insurance
  • Disability insurance
  • College savings plans
  • Legacy and estate planning
  • 1Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

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    Schedule a Consultation
    Schedule a free, no-obligation consultation with Ron:

    ronb.cfsinvest@pnwfcu.org
    Direct 503.258.2658
    Toll Free 800.444.5858 x 2658

    Ron's Schedule
    Mondays | 9am-5pm at Hood River
    Tuesdays | 9am-4pm at Ross
    Wednesdays | 9am-3pm at BPA
    Thursdays | 9am-5pm at Erin Way
    Fridays | 9am-5pm at Erin Way


     
     
     *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. Pacific NW Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
     


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