Pacific NW Federal Credit Union | Financial Planning

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 obtain 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. He brings years of experience in planning and investing to his position, and is committed to providing members with the highest level of service. 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:

Call or email us today to arrange for a complimentary financial consultation with Aaron Brown, our CFS Financial Advisor.

Portland 503.258.2658
Vancouver 360.693.7368 x2658
Hood River 541.387.4192 x2658
Outside local calling areas
1.800.444.5858 x2658

Investments offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Pacific NW Federal Credit Union, and registered through CFS. Pacific NW Federal Credit Union is affiliated with CFS (member FINRA/SIPC).