Invest and Insure

CUSO Financial Services Logo

Our CFS* Investment Advisor Representatives located at Columbia Credit Union are here to help. Schedule a no-cost, no-obligation consultation today.

CUSO Financial Services Logo

Our CFS* Investment Advisor Representatives located at Columbia Credit Union are here to help. Schedule a no-cost, no-obligation consultation today.

$100 AMAZON GIFT CARD OFFER

Invest with us and get a little extra

Schedule your complimentary consultation today and learn how you can get a $100 Amazon gift card when you roll over a 401(k) or transfer $50,000 or more into a Columbia Investments & Insurance IRA.²

"Invest with us and get a little extra" heading against a background of the tops of Evergreen trees. Below the heading is a green banner with text that reads "$100 Amazon Gift Card Offer."

$100 AMAZON GIFT CARD OFFER

"Invest with us and get a little extra" heading against a background of the tops of Evergreen trees. Below the heading is a green banner with text that reads "$100 Amazon Gift Card Offer."

Invest with us and get a little extra

Schedule your complimentary consultation today and learn how you can get a $100 Amazon gift card when you roll over a 401(k) or transfer $50,000 or more into a Columbia Investments & Insurance IRA.²

PLAN FOR THE FUTURE

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 CFS¹ 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.

PLAN FOR THE FUTURE

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 CFS¹ 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.

Retirement
Planning

When do I want to retire? How do I create income that will last?

Estate Planning Strategies

Who do I wish to inherit my assets? What is the most efficient process?

Insurance
Planning

How can I protect my assets in the event of a long term disability?

Business Financial Services

What can I do to attract, retain, and care for quality employees?

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.

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.

EVENTS

Find an upcoming workshop.

EVENTS

Find an upcoming workshop.

Our Process

Discovery Meeting

An initial, no-obligation consultation to discuss the timelines, concerns, and personal objectives of your investment goals.

Education

Educating on the concepts, strategies, and disciplines unique to your specific identified objects so you’re empowered to make better financial decisions.

Plan Design

Identifying and modeling recommendations on features, costs, benefits, time horizons, and liquidity characteristics.

Implementation

Upon mutually agreeing to move forward, we’ll put our plan into action, guiding you through the process step by step.

Progress Review

On an ongoing basis, we’ll discuss changes in personal circumstances, quantify your progress, review asset allocation, and identify gaps, challenges, and opportunities.

MONEYGUIDEPRO

Our Planning Process

Create your own personalized plan for your life in retirement. The MoneyGuidePro experience makes it easy to create a quality financial plan based on your own individualized needs and goals.

MONEYGUIDEPRO

Our Planning Process

Create your own personalized plan for your life in retirement. The MoneyGuidePro experience makes it easy to create a quality financial plan based on your own individualized needs and goals.

Smart decisions take good advice.

All about IRAs

Even if you're contributing to a 401(k) or other plan at work, you might also consider investing in an IRA.

6 Keys to Investing

Though all investing involves risk, learn about six basic principles that may help you invest more successfully.

Bonds, Interest, & Inflation

Explore the ups and downs of the bond market, interest rates, and the impact of inflation on your overall return.

Life Insurance Protection

Learn about the factors impacting your life insurance needs, such as family size, financial obligations, and goals.

Planning for Incapacity

What would happen if you were mentally or physically unable to take care of your affairs? Learn how planning ahead can help.

Making Medicare Decisions

How do you choose your plan? When should you enroll? Get information to help you when it's time to make decisions about Medicare.

Financial education lesson

Planning for Retirement

Learn how to start or optimize your approach to retirement savings.

Financial education lesson

Planning for Retirement

Learn how to start or optimize your approach to retirement savings.

Check information for this firm on FINRA's BrokerCheck

From Our Blog

¹Non-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.

Registered representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Columbia Credit Union (the credit union) provides referrals to financial professionals of CUSO Financial Services, L.P. pursuant to an agreement that allows CUSO Financial to pay the credit union for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The credit union is not a current client of CUSO Financial for brokerage or advisory services. Visit ColumbiaCU.org/relationship-disclosure for complete details.

2Offer valid through August 31, 2024, for members who complete a transfer or rollover of at least $50,000 to an Investments & Insurance Group IRA. Qualifying member clients will receive a $100 Amazon Gift Card for balances of $50,000 or more, which will be emailed by October 31, 2024, if conditions have been met. Must provide a valid email address. Must be 18 years or older to participate. Taxes are the sole responsibility of the recipient. Limit one gift card per member client. CUSO Financial Services reserves the right to provide a raincheck or substitute of equal or greater value.