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. Tim focuses on retirement planning with his goal being to help his clients in getting the most income with a minimal amount of risk using various diversifications of products.
Gabby has over 15 years of experience as an Advisor. She has helped many clients navigate their past and present finances. She loves working with a diverse clientele. From young professionals just starting out to people that have been retired for many years, she strives to help anyone understand their financial situation. Gabby stays on top of the current trends. She prides herself on explaining complex financial investments and situations clearly and easy to understand. She loves teaching clients about investing and answering their questions.
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 Insured by NCUA or Any
Other Government Agency
|Not Credit Union
|Not Credit Union
Deposits or Obligations
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.