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:

James Hull, AWMA®, CRPC®
CUSO Financial Services, L.P

Portland 503.258.2658
Outside local calling areas
1.800.444.5858 x2658
jamesh@pnwfcu.org

*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).