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Suzi Williams

Financial Advisor

Yakima Valley

Over the last 35 years, through workshops and personal consultations, I've helped a great number of people make sound financial decisions that have stood the test of time. I’ve done this with a focus on their individual comfort level, investment timeline and goals. Working together with you, we can create a strategy geared towards meeting your financial goals, such as: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) the transfer of assets in the most advantageous manner to your heirs and beneficiaries and 4) risk management. Periodically we will review your situation and make adjustments as needed to meet your goals and expectations. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life! I am deeply dedicated to enhancing the experience of our members. I take pride in my product knowledge, my exceptional communication skills, and I strive to exceed the expectations of those members I work with. These strengths have gained me an excellent reputation in a field where a person’s integrity is judged by their word.  I am active in my community and am a board member and secretary of International Footprint Association Chapter 38, the American Legion Unit 36 Washington. I have also sat on the Naches Town Council for the past few years.

As a trusted partner of HAPO Community Credit Union I have a strong history of working with credit union members, their family and their friends.

Specifically, we can make sure you have solid answers to these important questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education and Professional Designations

I have my Series 6 & 7, 63, 65 and 66 for securities investments. I also have my fixed and variable products, life insurance, disability insurance and long-term care insurance licenses.

CBSI Compliance #: CBS-1112-3DA3

Contact: Suzi.Williams@cunamutual.com | 509-972-5472

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Check the background of these investment professionals on FINRA's Broker Check

*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A MEMBERS Financial Services Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

AdTrax: FR-2942599.1-0220-0322 | Broker Check

HAPO
601 Williams Blvd. Richland, WA 99354
Phone: 509-943-5676