Part of a strong long-term investment strategy includes choosing the right investments and monitoring their performance over time.
Together with your financial advisor, you’ll discuss your financial goals and the degree of risk you’re comfortable with so that they can help create a customized investment plan designed to meet your needs and objectives.
To learn more about asset management, contact a CFS Financial Advisor to schedule a free, no-obligation appointment
*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.
253.383.2016
info.cfsinvest@soundcu.com
Sound Credit Union
P.O. Box 1595
Tacoma WA 98401