Financial Planning
Achieve your financial goals
At Pacific NW Federal Credit Union, we're committed to helping our members achieve their financial goals! That's why we've formed a relationship with CUSO Financial Services, L.P., (CFS*) a full-service broker-dealer and SEC Registered Investment Advisor formed in 1996.
Through CFS,* we offer a complimentary, no obligation consultation with a registered Financial Advisor, who will work with you to help you identify and achieve your long-term financial goals.
Why invest with us?
PNWFCU is continually seeking ways to better meet the financial needs of our members and add value to membership. Providing members with access to customized financial planning advice and investment services is just one of the many ways the credit union does just that!
All the financial tools you need, available through CFS*
- Financial Planning
- Estate Planning
- Mutual Funds
- Tax-Deferred Annuities
- TSP-Thrift Savings Plan
- Individual Retirement Accounts (IRAs)
- Roth IRAs
- Education IRAs
- 529 Plans
- Custodial Accounts
- Retirement Plans
401(k), 403(b), SEP - Education Fund Accounts
- Stocks
- Corporate and Municipal Bonds
- Money Market Funds
- U.S. Government Securities
- Long-Term Care Insurance
- Life Insurance
- Disability Income Insurance
- Complimentary Educational Seminars
Call or email today to schedule an appointment for a complimentary consultation. During your appointment, the CFS* Financial Advisor at PNWFCU will help you identify your specific goals, your risk tolerance level and your time frame. Once these areas have been identified, our CFS* Financial Advisor will work with you to develop a plan that will help lead to future financial success.
Meet Matt Russell, our CFS* Financial Advisor
We are pleased to announce that Matt Russell has joined Pacific NW Federal Credit Union as your new Financial Advisor through CFS*.
Matt has been helping people manage their money since 2002. Matt employs a holistic approach to help members plan for all of their short and long-term financial goals. He holds Series 7 and 66 Securities Licenses, giving him the ability to provide a wide array of financial solutions to our members.
His specialties include:
- Qualified and Non-Qualified Financial Plans (including rollovers)
- Education Planning Options
- Insurance Asset and Protection Strategies
- Legacy Planning
- Planned Giving
- Managing Liabilities
We are confident that Matt will provide you with the highest level of service required to help you achieve financial success. To schedule a complimentary consultation, or to ask any questions that you may have regarding your account(s), please contact Matt today!
Nothing is sweeter than knowing you have a sound financial plan.
This month, take a moment to meet with Matt Russell, CFS* Financial Advisor at PNWFCU, about your financial future and, in the spirit of Valentine's Day, we'll give you a complimentary box of chocolates!
Portland 503.258.2658
Outside local calling areas
1.800.444.5858 x2658
Email: matt.russell@pnwfcu.org
*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.
