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Wealth Management

We feel our members are worth more than any amount of money.

With Central Willamette Wealth Management Services, you have the opportunity to work with Credit Union representatives you trust. We’re here for you every step of the way, in managing your investments and planning for the future. 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.

We are pleased to make available these different investment and insurance options:

  • Mutual Funds
  • Annuities
  • Life Insurance
  • Investment Planning
  • College Planning and Funding
  • Retirement Planning
  • PERS issues (including Lump Sum Settlement Options)
  • Estate Conservation
  • Managing your 401(k) at retirement
  • Long Term Care
  • Employer Sponsored Retirement
  • Charitable Giving Strategies
 
Contact Us Today at (541) ​918-7553

 

Check the background of this investment professional on FINRA's BrokerCheck.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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.  1573514.1-0816-0918