CUSO Financial Services, L.P. at Sound Credit Union
Andrew, a registered Financial Advisor, has been providing investment advice to individuals and businesses since 2003. 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: Auburn, Bonney Lake, Federal Way, Graham, Kent, Olympia, Pacific Ave, Parkland, Puyallup
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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.