Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a free, no-obligation meeting.
Control your investments with service and convenience.
MEET YOUR INVESTMENT ADVISOR
WE ARE ALWAYS WORKING HARD TO HELP BUILD YOUR ASSETS
Andrew Lawrence
Financial AdvisorCUSO Financial Services, L.P.
Locations: Gig Harbor, Key Center, Lakewood, Olympia, Pacific Ave, Parkland, Puyallup, Tacoma (downtown), Tumwater, WestgateConnect
Beau Kelley
Financial AdvisorCUSO Financial Services, L.P.
Locations: Downtown Tacoma, Gig Harbor, Key Center, Lakewood, WestgateConnect
Mitch Hamilton
Financial AdvisorCUSO Financial Services, L.P.
Locations: Auburn, Bellevue, Bonney Lake, Bothell, Burien, Federal Way, First Hill, Kent, Lynnwood, Redmond, Seattle, Shoreline, Southcenter, West SeattleConnect
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
investments@soundcu.com
Sound Credit Union
P.O. Box 1595
Tacoma WA 98401