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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 backgrounds of our Financial Advisors 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.
CFS* Financial Advisor
P: 206.826.7638
PBailey.cfsinvest@SalalCU.org
Pano Bailey, CFS* Financial Advisor at Salal Investment Services, takes pride in helping Salal members plan their financial future with confidence. By taking the time to fully understand where you’re at in your financial journey, Pano creates personalized retirement and asset management strategies tailored to what matters most to you.
Pano is available for virtual and phone meetings, as well as branch appointments by request. Securities licensed in AZ, CA, OR, 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. Pano is licensed for life insurance in WA.
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Fill out the form below and one of our Mortgage Advisors will get back to you within 1-2 business days. Their recommendations come with no obligation.
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