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Insurance & Investments

Advancing your financial health.

Numerica Financial Services

Mutual Funds, Annuities, Life Insurance, and MORE!

Available through CUSO
Financial Services, L.P.

Dave Cox

Dave Cox
Financial Advisor
CUSO Financial Services, L.P.
509.667.7260
Wenatchee/Tri-Cities

Eric Coltrain

Eric Coltrain, CFP®
Financial Advisor
CUSO Financial Services, L.P.
509.536.6185
Spokane/North ID

Wade Schertenleib

Wade Schertenleib
Financial Advisor
CUSO Financial Services, L.P.
509.462.6239
Spokane/North ID

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Through the relationship with CFS®, Numerica Credit Union is pleased to announce Numerica Financial Services. We are now able to provide members retirement, insurance and investment services. Our goal is to help advance your financial health and to take the stress away. We can help you with:

Meet with one of our CFS Financial Advisors at no cost or obligation to you. If you are in the Spokane or Coeur d' Alene area simply call 509.536.6185 or 800.433.1837 extension 6185. If you are in the Wenatchee or Tri-Cities areas call 509.662.6117 or 800.633.0014 extension 7260.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and the federally registered CFP Logo in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *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.

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