January 30, 2015
Local Financial Consultant Brings Expertise to Credit Union Members
ST. HELENS, Ore., January 30, 2015: St. Helens Community Credit Union has hired longtime area resident Matthew Edwards as the credit union’s new CFS Financial Consultant.
The search to replace the previous financial expert took a surprising, local turn when Edwards, who has extensive background as a financial consultant, applied for the position with the credit union.
“I have lived in St. Helens for nearly 10 years,” said Edwards. “I love the small town feel. It’s great to go shopping locally and help my neighbors achieve their financial dreams.”
“We were thrilled to meet him,” remembers Brooke Van Vleet, President and CEO of St. Helens Community. “He’s already working with our members and sharing his financial expertise. I’m excited for our members who get the chance to work with Edwards to meet their financial goals and dreams.”
St. Helens Community members are invited to contact Edwards to schedule a complimentary consultation to discuss options such as: 401(k) accounts, rollovers, higher education planning, tax efficient investments, retirement income planning as well as life and long-term-care insurance.
“I feel I can continue to bring the same high level of member-driven focus found at every level of St. Helens Community,” Edwards stated about his new career at the credit union. “This means only providing well-researched, solid financial proposals that meet the member’s needs, answering all inquiries promptly, and maintaining rigid ethical standards.”
St. Helens Community Credit Union (shcu.org) is proud to be the area’s longstanding not-for-profit, member-owned financial cooperative. Membership is open to families and businesses throughout Columbia, Clatsop, and Cowlitz Counties as well as Sauvie Island, Oregon.
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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.