CUSO Financial Services, L.P. at Sound Credit Union
Mike enjoys working with individuals, families, and business owners who are seeking a brighter financial future. By partnering with clients, he learns about their goals and visions to help determine strategies to meet their unique financial needs. If you’re thinking of saving for retirement, creating a predictable income stream, or if you have questions, make an appointment to visit with Mike today.
Mike holds his FINRA Series 6, 7, 63 and 66 licenses. He is insurance licensed in Washington.
Branches: Alderwood, Burien, Edmonds, Everett, Lynnwood, Mukilteo, Shoreline, Southcenter, West Seattle
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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.