Wealth Management Available Through CFS*
As a PNWFCU member, you can set up a complimentary financial consultation with our CFS* Financial Advisor. Whether you are near or in retirement, just starting out in your career or simply exploring your investment options, we may be able to help you find solutions that are right for your financial goals.
During your initial meeting, we will assess your financial picture, goals and risk profile. You will receive a customized strategy designed to help you more effectively reach your short-, mid- and long-term financial goals. We will also help you prepare and organize the necessary paperwork related to the implementation of the proposed solutions.
Speak to our CFS* Financial Advisor
Schedule an appointment with our CFS* Financial Advisor at any branch:
Monday – Hood River
Tuesday – Ross
Wednesday – Erin Way
Thursday – Ross
Friday – Erin Way
You can access useful tools and resources on our CFS wealth management website. Take advantage of the informative videos, retirement planning calculators, articles and more.
Member Portfolio View
With Member Portfolio View, members using PNWFCU Wealth Management services available through CFS* can view their investment accounts online. You can use a single sign-on within your PNWFCU online banking account or create a separate login. Call 503-258-2658 to activate your Member Portfolio View.
eVision® Self-directed Online Trading
If you would like to make your own online investment decisions, you may want to check out eVISION®, a self-directed online trading platform. Commissions start as low as $14.95 (complete pricing schedule available online). Learn more here.
We Make it Easy to Roll Over Your 401(k)**
Rolling over your 401(k) into an IRA may offer you more estate planning options and a broader choice of investments, putting you one step closer to a comfortable retirement.
*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.
**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.