Your financial future is always our goal
Call anytime to chat with a local CFS Financial Advisor, available through CUSO Financial Services, L.P. (CFS) our broker/dealer located at First Tech Investment Services. Make your appointment at 800.637.0852 x3371. Or get to know an advisor using the links below.
| In Oregon |
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Kimberlee Bouska, CFP®, CRPC® Tanasbourne and 153rd Drive branches |
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Gary Davis, CFP® Salem, Lane County and Lloyd District branches |
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Wayne Richards Cornell Road branch |
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Jim Price 153rd Drive and Nimbus branches |
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Steve Schneider, CRPC® 153rd Drive and Nimbus branches |
| In Washington |
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Tom Argites, CFP®, CRPC® < STRONG> RidgePointe and Studios West branches |
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Michael Cooney, CRPC® Overlake, RidgePointe, Rose Hill and Studios West branches |
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