Mature Couple Taking Golden Retriever For Walk

Invest in You

Invest in you and get up to a $100 Visa® gift card

Your savings is important. It’s how you plan ahead for the future. But that money could be earning more with the right plan and focus. That’s why we want to introduce you to CFS* Financial Advisor, Matt Edwards.

It’s Your Future
Matt is ready to explain your non-deposit investment choices and help you develop a comprehensive financial plan based on your unique financial needs. Plus, he’s offering up to a $100 Visa® gift card when you move your savings from your St. Helens Community account to CUSO Financial Services, L.P. (CFS).

  • Get a $50 Visa® Gift Card with a $25,000 transfer**
  • Get a $100 Visa® Gift Card with a $50,000 transfer**

Start Your Journey
Schedule your no-obligation consultation today at 503-366-6341, or email medwards.cfsinvest@shcu.org. Check Matt’s background at FINRA’s BrokerCheck.