Investments and Financial Planning
Qualstar members have always trusted us with their basic financial services, and we are pleased to offer you the ability to manage your investment and financial planning portfolio and receive assistance with a variety of your financial services needs:
- 401k Rollovers
- IRA’s and Roth IRA’s
- College Planning & 529 Plans
- Wealth Building Strategies
- Post Retirement Planning
- Mutual Funds, Stocks & Bonds
- Financial Planning
- Pre Retirement Planning
Bill Hanaford is our on-staff Investment Advisor Representative, and is available to provide you with assistance in all of these areas.1 Check the background of this investment professional on FINRA’s broker check
Qualstar works with Cetera Advisor Networks LLC to provide members with a trusted source for investments.2 Bill works for the credit union as a registered representative providing a full line of investment, insurance and planning products and services.
If you are interested in setting up an appointment, need to request additional information or simply have questions, please contact us at 1-800-848-0018.
We look forward to assisting you with your financial planning needs.
1 Investment adviser representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Qualstar Credit Union, 2115 152nd Ave NE, Redmond, WA 98052.
2 Investments are not a deposit, not insured by any Federal Government Agency including NCUSIF/FDIC, may lose value, and are not guaranteed by Qualstar Credit Union. Qualstar Credit Union is not affiliated with Cetera Advisor Networks LLC.