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From retirement planning to asset management, Salal Investment Services, available through CUSO Financial Services L.P.*, is here to help you build and sustain your financial fitness. We’re dedicated to providing the personal service and guidance you need to make sound, well-informed choices about your investments. You can check the background of our Financial Advisor on FINRA’s BrokerCheck.
CFS* Financial Advisor
P: 206.607.3481
AdrianH.cfsinvest@SalalCU.org
Adrian Hedwig, CFS* Financial Advisor at Salal Investment Services, is always happy to sit down with you and review your current financial plans and retirement accounts. After learning more about your investment goals, you’ll work together to develop a customized plan to help you get there.
Adrian serves all Salal branches by appointment. Virtual and phone meetings are also available. Securities licensed in AZ, CA, CO, IA, ID, IL, MN, NV, OH, OR, VT, and WA.
Retirement
planning.
Reviewing your
current financial plan.
IRA, 401(k), 403(b), 457 plans,
and TSP rollover reviews.
Fixed and
variable annuities.
Retirement income strategies and consolidating retirement accounts.
Life¹ and long-term
care insurance.
Asset
management.
To set up your complimentary, no obligation consultation, click below to make an appointment online.
*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.
¹ Adrian is licensed for life insurance in IA, ID, MN, NV, OH, OR, and WA.
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