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Salal Credit Union

Investment Services

Investment Services Available Through CUSO Financial Services, L.P.*

Adrian Hedwig, CFS Financial Advisor at Salal Investment Services, provides a full range of investment products and services through CUSO Financial Services, L.P. He can work with you to help improve your financial health throughout all of life’s stages.

Whether you want to develop sound solutions for your retirement, generate income, or protect your assets through insurance, Adrian is here to help.

You can check the background of our Financial Advisor on FINRA’s BrokerCheck.

Read our most recent Salal Investment Services Newsletter.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning and Education Funding
  • Fixed and Variable Annuities
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollover Reviews
  • Retirement Income Strategies and Consolidating Retirement Accounts
  • Life and Long Term Care Insurance
  • Asset Management

To learn more, please contact Adrian to arrange a convenient time for a complimentary, no obligation appointment.

Request an Appointment Now

 

Adrian-Hedwig photo

Adrian A. Hedwig

Financial Advisor

CUSO Financial Services, L.P.
P: 206.607.3481
adrianh.cfsinvest@salalcu.org

Serves all Salal branches by appointment.

Securities licensed in CA, IL, IA, MN, NV, OH, OR, VA, and WA.

*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.