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Sound Credit Union InvestmentsSound Credit Union InvestmentsSound Credit Union InvestmentsSound Credit Union Investments
  • INVESTMENT OPTIONS
    • Retirement Planning
    • Job Changes & Account Rollovers
    • Asset Management
    • Educational Funding
    • Estate Planning
    • Insurance Planning
  • OUR TEAM
    • Andrew Lawrence
    • Beau Kelley
    • Mitch Hamilton
    • Richard Thomas, CRPC®
  • RESOURCES
    • Articles
    • Calculators
      • Retirement Calculator
      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
      • Life Insurance Calculator
    • Videos
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    • My Portfolio
  • CONTACT US
  • SOUNDCU.COM

Control your investments with service and convenience.

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.

MEET YOUR INVESTMENT ADVISOR

WE ARE ALWAYS WORKING HARD TO HELP BUILD YOUR ASSETS

Photo of Andrew Lawrence

Andrew Lawrence

Financial Advisor

CUSO Financial Services, L.P.

Locations: Gig Harbor, Key Center, Lakewood, Olympia, Pacific Ave, Parkland, Puyallup, Tacoma (downtown), Tumwater, WestgateConnect
Beau Kelley

Beau Kelley

Financial Advisor

CUSO Financial Services, L.P.

Locations: Downtown Tacoma, Gig Harbor, Key Center, Lakewood, WestgateConnect
Photo of Mitch Hamilton

Mitch Hamilton

Financial Advisor

CUSO 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.

CFS logo

253.383.2016

investments@soundcu.com

Sound Credit Union
P.O. Box 1595
Tacoma WA 98401

Quick Links

Retirement Planning

Job Changes & Account Rollovers

Asset Management

Educational Funding

Estate Planning

Insurance Planning

Our Team

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Contact Us

www.soundcu.com

Financial Calculators

Retirement Calculator

Investing Calculator

IRA Options Calculator

401k Calculator

College Calculator

Life Insurance Calculator

Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • INVESTMENT OPTIONS
    • Retirement Planning
    • Job Changes & Account Rollovers
    • Asset Management
    • Educational Funding
    • Estate Planning
    • Insurance Planning
  • OUR TEAM
    • Andrew Lawrence
    • Beau Kelley
    • Mitch Hamilton
    • Richard Thomas, CRPC®
  • RESOURCES
    • Articles
    • Calculators
      • Retirement Calculator
      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
      • Life Insurance Calculator
    • Videos
  • LOGIN
    • My Portfolio
  • CONTACT US
  • SOUNDCU.COM
Sound Credit Union Investments