Wealth Management Services
When it comes to planning for your financial future and dealing with everything from college planning to retirement planning, or even estate strategies, it helps to have someone who's experienced and knowledgeable to help you along the way. The Central Willamette Wealth Management team works closely with our members to provide them with strategies that help with their unique situations.
The Central Williamette Wealth Management Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Joel Giusti is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC and also a licensed insurance agent.
Toll-Free | (541) 918-7553
Email | Joel.Giusti@cunamutual.com
Central Willamette Wealth Management Services
located at 645 Waverly Drive SE Albany, OR 97322
Check the background of this investment professional on FINRA's BrokerCheck.
Want to know more?
For further information about CUNA Brokerage Services, Inc. please see our disclosure page.
*Central Williamette Wealth Management Services professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.