Pacific NW Federal Credit Union | Financial Planning

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Investment Opportunities

Planning for your financial future is not easy for anyone. It is important to find the right balance of investments, tax-deferred products, and diversification of assets to help achieve your long-term goals. It is equally important to have experienced and reliable assistance throughout your entire planning and investing process.

Our CFS* Financial Advisor will focus on your individual needs and goals to develop a plan that works for you. Whether you need help building a financial plan from the ground up, or you just need help deciding on an investment, we are here to help you.

We can help you with:

Portland 503.258.2658
Outside local calling areas
1.800.444.5858 x2658

*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.