Investments and Financial Planning - Clackamas Federal Credit Union

Investments and Financial Planning

Make the most of what you make.

There's nothing easier than working with a personal investment advisor who works at your own credit union. So if you've been thinking of doing more with your money, contact Clackamas Investment Services available through CFS*. We'll take care of your investing and financial planning needs.

Retirement Planning
Investing for Income in Retirement
Tax Free / Deferred Investing
Estate Planning
Business Retirement Accounts
Managed Portfolios
Traditional & Roth IRA's
Annuities
Life Insurance
Long Term Care

Contact an Advisor

We invite you to contact one of our professionals today at 503.722.5470 or 800.878.0671 x1301 to schedule your complimentary consultation.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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