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Investment Services

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Investing in your financial future

Matthew Edwards headshotSomeday is not as far off as you might imagine.  Planning ahead and setting goals is the first step to enjoying your someday, whether that’s retirement or sending a child off to college.

In today’s market, it’s essential to work with a financial Advisor who can provide you insight and guidance based on an understanding of your unique situation. Matthew Edwards, a financial advisor at St. Helens Community Credit Union, available through CUSO Financial Services, L.P. (CFS), our broker dealer, is a longtime resident and community advocate.  He’s also a good listener, understanding each member’s unique goals and dreams and formulating a plan to help them get there, including:

  • 401(k), 403(b), 457, TSP Rollovers
  • Retirement Planning
  • Higher Education Planning
  • Tax Deferred Investing
  • Retirement Income Planning
  • Life Insurance / Long-Term Care

As a member of St. Helens Community Credit Union you have access to a complimentary consultation with Matt. Call Matt at 503.366.6341 or send an email to [email protected] to schedule your no-cost, no-obligation appointment.

Matthew Edwards is securities licensed in Oregon and Washington. Check the background of this investment professional on FINRA’s BrokerCheck.

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