A wealth of opportunity

Whether it’s for yourself, your family, or your business—achieving your financial goals means having a plan. 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. 

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RETIREMENT
PLANNING​

Plan for retirement income.​

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Insurance
planning

Prepare for anything.

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ESTATE PLANNING​​ STRATEGIES

Get your house in order.​​

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BUSINESS FINANCIAL
SERVICES​​

Set your business finances up right.​​

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OUR PROCESS

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.

Implementation

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.