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.
Aaron Wolgamott is a Registered Representative of LPL Financial and also a licensed insurance agent.
Toll-Free | (541) 918-7553
Email | Aaron.Wolgamott@lpl.com
Central Willamette Wealth Management Services
located at 645 Waverly Drive SE Albany, OR 97322
To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes, and financial news, access your account.
Check the background of this investment professional on FINRA's BrokerCheck.
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Securities and advisory services are offered through LPL Financial (LPL). A registered advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Central Willamette Credit Union and Central Willamette Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Willamette Wealth Management Services, and may also be employees of Central Willamette Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central Willamette Credit Union or Central Willamette Wealth Management Services. Securities and insurances offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business with residents of the following states: OR, IL