Laura Zahn AAMS®
Progressions Credit Union has a partnership with a broker dealer CUSO Financial Services, LP (CFS*) to help our members with their long-term financial planning needs.
Whether you wish to plan for your retirement, save for a lifelong goal, or leave a legacy for your children, we are here to help.
Contact CFS* Financial Advisor, Laura Zahn, AAMS® by either calling 509.323.1323 or by emailing her at firstname.lastname@example.org to set up an appointment. Laura strives to offer tailor-made options and understanding with each individual while alleviating worry, anxiety and jargon from investing.
• Retirement planning
• IRA, 401(k), 403(b), 457 Plans and TSP Rollovers
• Tax Efficient Investments
• Retirement income strategies
• Education funding
• Life and long term care insurance
*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.
Financial Advisor are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.