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Wealth Managment

CONSOLIDATED COMMUNITY
WEALTH MANAGEMENT

Independent financial advice for credit union members.


RETIREMENT PLANNING

  • 401 (k)
  • 403 (b)
  • Transition Assistance for (401k)
    and 403(b) Plans

FINANCIAL PLANNING

  • Retirement Planning
  • Estate Planning
  • Life Insurance

WEALTH MANAGEMENT

  • Mutual Funds
  • Stocks, Bonds, EFTs
  • Annuities

COLLEGE PLANNING

  • 529
  • Educational Savings Accounts

CONTACT US TODAY!


503.925.5511 | 800.444.8115
Dave@consolidatedcwm.com
Sam@consolidatedcwm.com

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CONTACT FORM
*Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Newbore Wealth Management Inc, a registered investment advisor and separate entity from LPL Financial. Consolidated Community Credit Union and Consolidated Community Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consolidated Community Wealth Management, and may also be employees of Consolidated Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consolidated Community Credit Union or Consolidated Community Wealth Management. Securities and insurance 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 representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.





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