Financial Planning

Meet James, our new CFS Financial Advisor

We are pleased to announce that James Hull has joined Pacific NW Federal Credit Union as your new Financial Advisor through CFS.*

James has worked for some of the largest financial firms in the United States. He holds series 7 and 66 Securities Licenses, giving him the ability to provide a wide array of financial solutions to our members. James is an Accredited Wealth Management Advisor^SM (AWMA®) and Chartered Retirement Planning Counselor^SM (CRPC®), designations he earned by gaining in-depth knowledge in retirement planning, asset allocation, tax reduction strategies and comprehensive financial planning.

His specialties include:

• Key Account Relationship Management
• Asset Management
• Cash Flow Planning
• Tax Reduction Strategies
• Long-term Financial Planning
• Fluent in Spanish

We are confident that James will provide you with the highest level of service required to help you achieve financial success. Call or email him today to schedule a complimentary consultation. During your appointment, he will help you identify your specific goals, your risk tolerance level and your time frame. Once these areas have been identified, he will work with you to develop a plan that will help lead to future financial success.

 

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 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

 

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