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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®
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Photo of Andrew Lawrence

Andrew Lawrence

Financial Advisor
CUSO Financial Services, L.P. at Sound Credit Union

Phone: 253.396.6839 | 800.562.8130 ext. 6839

Email: alawrence.cfsinvest@soundcu.com

Andrew, a registered Financial Advisor, has been providing investment advice to individuals and businesses since 2002. He is dedicated to educating and guiding his clients through financial decisions to help build, preserve and transfer wealth to meet their financial goals. If you’re thinking of saving for retirement, creating a predictable income stream, or if you have questions, make an appointment to visit with Andrew today.

Andrew holds his Series 7 and 66 licenses. He is insurance licensed in Washington.

Branches:Federal Way, Olympia, Pacific Ave, Parkland, Puyallup, Tumwater

Locations:
Gig Harbor, Key Center, Lakewood, Olympia, Pacific Ave, Parkland, Puyallup, Tacoma (downtown), Tumwater, Westgate
Insurance:

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*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

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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