Your money deserves a way to save for tomorrow
Investment Solutions at Providence Federal Credit Union was established to provide credit union members with access to investment and retirement planning.
Investment Solutions at Providence Federal Credit Union Investment Professionals can advise you on investment services, financial management options and a variety of insurance and investment strategies that complement traditional, insured savings accounts.
Ready to get some professional help? Please contact Linda Carlson to schedule an appointment at (503) 513-8793 with Matthew Bumstead, Gabriella Richard or Tim Seivers today to create a personalized financial strategy to help you pursue your goals.
|Matthew T. Bumstead||Tim E. Seivers, LUTCF®||Gabriella Richard||Linda M. Carlson|
|LPL, Investment Professional||LPL, Registered Representative||LPL, Investment Professional||Investment Assistant|
|(425) 282-5407||(360) 816-6352||(360) 816-6352||(503) 513-8793|
From the time I was a teenager I knew teaching and training would be a big part of my life. While serving a 2 year church mission in southern Germany, my main assignment was training other young missionaries how to teach and speak the language. Most missionaries train 1 time throughout their missions and I had the privilege of training 5 individuals, each of which I trained for a few months. Since that time my teaching opportunities have been vast, I have been a tutor, mentored dozens of young men in the Boy Scouts as a scout master, taught many college level personal finance courses, mentored and advised other financial advisors, taught hundreds of benefit seminars and consulted hundreds of clients regarding financial affairs.
Tim has been a registered representative for the last 10 years. He is also president of Floyd Watkiins & Associates, Inc., a Washington based insurance agency. He provides benefits for both group and individual medical, Medicare, life, disability, and business and retirement planning.
Being a financial advisor allows me to help others find clarity in their lives. I have over 15 years of experience as an Advisor, Director of Operations and Chief Compliance officer and have helped many clients navigate their past and present finances. I love working with a diverse clientele. From young professionals just starting out to people that have been retired for many years, I strive to help everyone understand their financial situation.
I'm the Investment Assistant. You can reach me via:
Direct: (971) 313-1128
Work: (503) 513-8793
Fax: (503) 513-8770
Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling (503) 513-8793.
Check the background of Matthew, Gabriella and Tim on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Providence Federal Credit Union and Investment Solutions at Providence Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Solutions at Providence Federal Credit Union, and may also be employees of Providence Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Providence Federal Credit Union or Investment Solutions at Providence Federal Credit Union. Securities and insurance offered through LPL or its affiliates.
Not NCUA Insured or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.