Skip to content
  • FINRA Broker Check
  • Login to Clear1
  • WPCCU
New WPCCU logo_dark_bluechm
  • Financial Goals
    • Getting Started
    • Estate Planning
    • Financial Planning
    • Income in Retirement
    • Life Insurance
    • Nearing Retirement
    • Rollovers
    • Saving For College
  • Team
  • Financial Calculators
    • 401k Calculator
    • College Calculator
    • Investing Calculator
    • IRA-Options Calculator
    • Life Insurance Calculator
    • Retirement Calculator
    • Retirement Income Calculator
  • Resources
    • Articles
    • Events
    • Clear1
    • Contact

Patrick Marshall

Financial Advisor CUSO Financial Services, L.P.*
Learn More About & Contact This Advisor

Bob Bayliff

Financial Advisor CUSO Financial Services, L.P.*
Learn More About & Contact This Advisor

*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 Advisors 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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Goals

  • Getting Started
  • Financial Planning
  • Life Insurance
  • Rollovers
  • Nearing Retirement
  • Estate Planning
  • Income in Retirement
  • Saving For College

Calculators

  • 401k Calculator
  • College Calculator
  • Investing Calculator
  • IRA-Options Calculator
  • Life Insurance Calculator
  • Retirement Calculator
  • Retirement Income Calculator

© 2021 Water and Power Community Credit Union. All Rights Reserved.

X
X