Build a financial future for your business
Plan for the future of your business with a CFS* financial advisor who understands your needs, available through CUSO Financial Services, L.P.*
Overview
RCU is proud to offer specialized business wealth and investments services through CUSO Financial Services, L.P. (CFS).* Together, we can help you plan for the future of your business.
SUGGESTED FOR YOU
Employee Benefits Solutions
Show your team they are valued with retirement plans, deferred compensation plans, health savings accounts, voluntary benefits, and more.
Have a question?
If you have questions about securing your financial future and that of your business and employees, let’s talk.
Get started with business wealth and investments
Schedule a phone or virtual appointment with a CFS* Financial Advisor to learn more.
-
*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. SEC Marketing Disclosure. Registered Representatives 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. The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
Contact Us
Questions about the upcoming transition to LPL Financial?
Visit our FAQ page for more information regarding the transition.
For general inquiries or questions about existing investment accounts, please contact our wealth management team.
Give us a call
Send us a message
About Clark Matthiessen, CFP®, CRPC®
Clark Matthiessen has been part of the Redwood Credit Union team since 2001. Since 2003, Clark has received numerous Bronze, Silver, and Gold Pacesetter Awards from CUSO Financial Services, L.P. (CFS).
Clark’s investment philosophy includes a strong emphasis on education, and he believes an educated investor makes a better investor. Clark enjoys being a resource for Members, helping them understand different investment opportunities and achieve higher returns in a low-interest environment. He specializes in developing and implementing financial plans specific to Members’ needs.
When asked what he loves most about his job, Clark says it’s extremely rewarding to help clients choose investment strategies that will help them reach their goals.
Pacesetter Awards:
|
Gold – 2010, 2012, 2013, 2019, 2020, 2021 |
|
Silver – 2009, 2011, 2015, 2016, 2018 |
|
Bronze – 2003, 2004, 2005, 2007, 2014, 2017 |
#284684, MT #736801, NV #172905
State Securities Licenses: AK, AZ, AR, CA, CO, FL, GA, ID, IL, MN, MS, MO, MT, NV, NC, OH, OR, PA, TX, UT, VA, WA
Schedule an Appointment
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
Leaving Our Website
You are leaving our website and linking to an alternative website not operated by us. Redwood Credit Union does not endorse or guarantee the products, information, or recommendations provided by third-party vendors or third-party linked sites.