Financial Planning


You work hard for your money, so there’s no reason your money shouldn’t work hard for you. What you do with your money has a real impact on your financial future. That’s why a financial plan is so important.

At Central Willamette, you can work with financial planners we have hand-picked to serve you and your goals.

We’re here for you every step of the way, in managing your investments and planning for the future.

Talk to a Financial Advisor

We offer no-cost, no-obligation consultations to all of our current and prospective members in a zero-pressure environment because your best interests are our best interests.

Free Financial Calculators

Are you a DIYer when it comes to financial planning? We have a number of great financial calculators for you to use, whether it’s planning for college or planning for retirement or working on an IRA strategy.

Wealth Management Links

Account Information

Advisor Biography


Financial Solutions

Member Folio Investing


Frequently Asked Questions

A: You can join Central Willamette if you live or work in Linn, Benton, Marion or Polk County or have an immediate family member that is a current member and you meet the eligibility requirements. You will need to provide 2 pieces of current identification, one of which must be a government issued photo ID, and proof of address. With a deposit of only $5.00, you can open your membership account. To apply for membership online, please click here. For more information on becoming a member, give us a call or stop by one of our branch locations.
A: Unlike banks, Credit Unions are member owned financial cooperatives and are governed by a volunteer Board of Directors. When you join Central Willamette, your initial deposit to open a share account establishes your membership and makes you a part-owner. We offer a full spectrum of products and services to meet all of your financial needs.
A: Central Willamette offers a variety of certificate products and terms to fit your financial needs. Please click here for our current CD rates and terms.
A: If you would like to open an account for your child, you will need to bring your child's social security number with you to one of our branch locations. It is not required for you to bring your child with you, however Central Willamette loves to meet its youngest members and help educate them on financial responsibility.

Make an Investment in Yourself

It’s never too late to start your financial plan. And it’s also never too early. We have the tools and the professionals that can make your future and your family’s future secure. That is our top priority and we have assembled a great team to help you make it happen.

Stop by one of our convenient locations or contact us to get started.

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