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 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, our advisor will help you identify your specific goals, your risk tolerance level and your time frame. Once these areas have been identified, our representative will work with you to develop a plan that will help lead to future financial success.

Meet Aaron Brown, our Financial Advisor

Born and raised in the Portland area, I have had a lifelong desire to help people and to build strong, honest relationships. The investment services industry is a natural fit. My experience with major brokerage firms has taught me to effectively manage, preserve and bequeath assets for both individuals and businesses. More importantly, I understand that each member's financial goals are unique to them. My job is to discover the best approach to meet those specific needs. My practice has been built around 3 key concepts: financial responsibility, open communication and sound money management skills.

As a CFS Financial Advisor with PNWFCU, my mission is to provide exceptional financial solutions for our members by assessing their personal needs and developing a comprehensive plan that will achieve their long-term financial goals.

Aaron Brown is registered in Oregon and Washington.