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Investment Services*

Pacific Crest Federal Credit Union Investment Services', available through our broker/dealer CUSO Financial Services, L.P. (CFS), helping you build a financially sound future.

Curtis Waite, a Registered Financial Advisor through CUSO Financial Services, L.P. (CFS) is a knowledgeable profressional committed to doing what is right for you and your unique financial situation.

He has found from experience, listening is the best way to uncover your needs and design a financial strategy tailored to help meet your specific goals.

Pacific Crest Federal Credit Union Investment Services is dedicated to providing you investment service options through CFS with an emphasis on quality service and impartial advice and guidance. We are here for you during any stage of your financial life.

Curtis Waite
  • Retirement planning
  • College planning
  • Wealth transfer
  • Suddenly single
  • Career changes

Pacific Crest Federal Credit Union and the CFS Investment Representative at Pacific Crest Federal Credit Union Investment Services*. Helping you plan for tomorrow... today.

Our representative is available to schedule your complimentary consultation. Stop by the Main Branch, or call 541.884.1376 or meet with our representative by appointment at the Lakeview Branch, South Klamath Branch, Dorris Branch, Tulelake Branch, Alturas Branch.

Our representative is securities licensed in Oregon and California.

*Available through CUSO Financial Services, L.P. 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. Pacific Crest Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.