CUSO Financial Services, L.P. at Sound Credit Union
Beau, a registered Financial Advisor, is dedicated to helping individuals, families, and businesses grow, manage and preserve wealth.
He works comprehensively with his clients as their financial partner to help manage and transfer their wealth though a long-term, one-on-one relationship. If you’re thinking of saving for retirement, creating a predictable income stream, or if you have questions, make an appointment to visit with Beau today.
Beau holds FINRA Series 7 and 66 licenses. He also is licensed in Washington to sell Disability, Life, & Variable Life insurance, and Variable Annuities.
Branches: Bellevue, Bothell, Downtown Tacoma, Gig Harbor, Key Center, Lakewood, Redmond, Westgate
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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.