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The planning experience
Whether it’s for yourself, your family, or your business—achieving your financial goals means having a plan. Our process allows us to understand your objectives, circumstances, and concerns so that we can empower you to make better financial decisions. Let a CFS* Investment Advisor Representative located at Columbia Credit Union take you on a custom journey to assess where you are, where you need to go, and how to get there. We measure success one relationship at a time.
From the blog
5 Keys to Investing for Retirement
Making decisions about your retirement account can seem overwhelming, but following these basic rules can help.
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Smart decisions take good advice.
Even if you’re contributing to a 401(k) or other plan at work, you might also consider investing in an IRA.
Though all investing involves risk, learn about six basic principles that may help you invest more successfully.
Learn about the factors impacting your life insurance needs, such as family size, financial obligations, and goals.
What would happen if you were mentally or physically unable to take care of your affairs? Learn how planning ahead can help.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. Columbia Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.