A wealth of opportunity

Whether it’s for yourself, your family, or your business—achieving your financial goals means having a plan. Our process allows us to understand our members’ objectives, circumstances, and concerns so that we can empower them 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.

calendar icon


Plan for retirement income.​

security badge icon


Prepare for anything.


Get your house in order.​​

briefcase icon


Set your business finances up right.​​

Check information for this firm on FINRA's BrokerCheck

invest and insure planning experience infographic


Discovery Meeting

It starts with a no obligation Discovery Meeting to develop a full picture of the financial situation of yourself or your business.

Plan Design

Next we Design a Plan personally tailored plan to tackle the financial goals we’ve set out together during discovery.


We then reach Implementation—where we guide you through your investment plan step-by-step, constantly monitoring our progress as your financial situation or goals change.

Find An Upcoming Workshop

*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.