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.
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 541-850-7765 or meet with our representative by appointment at the Lakeview Branch, South Klamath Branch, Dorris Branch, Alturas Branch.
Our representative is securities licensed in Oregon and California.