Locations

Willamette View

Willamette View Branch

Located on the beautiful Willamette View Retirement Community campus, we get to assist residents and staff as well as community members in a welcoming atmosphere.  

  • Notary services
  • Coin machine
  • 24-hour ATM
  • Instant issue debit & credit cards
  • Safe deposit boxes (check for availability)

Hours

Monday – Friday: 8:00am to 4:30pm
Saturday: Closed


Street Address

13021 SE River Road Milwaukie, OR 97222
(inside the Plaza)

  • 3

    employees

  • 300

    pounds our team can lift, combined

  • 25

    cups of coffee brewed per week

  • 600

    members coached toward financial wellness per week

  • Workout song

    Chicken Dance

  • Favorite event

    Milwaukie Farmer’s Market

  • Mar
    8
    Providence Willamette Falls Community Center

    Mortgages 101

    Learn about the process for obtaining a home loan. Join our free Home Buying & Mortgages workshop and get smarter with your money. The steps in applying for a home loan as well as the information your lender will need from you, and why they need it, An explanation of interest rates and other costs associated with obtaining a home … Read more

  • Apr
    12
    Providence Willamette Falls Community Center

    Auto Buying Workshop

    We want to help prepare you for the entire car buying process. From start to finish. Join our free Auto Buying Workshop and learn what you need to know before buying your next car. How to buy a used car Understanding what drives values in the auto market Overcoming the potential pitfalls when looking to buy a vehicle. Light refreshments … Read more

  • May
    10
    Providence Willamette Falls Community Center

    Identity Theft Protection

    Identity theft can happen to anyone and even the most cautious of people can be at risk. Join our free Protecting Your Identity Workshop and learn key facts to safeguard yourself from becoming a victim. Educate yourself on the current scams taking place See how to recognize a scam or identity theft attempt Learn how to protect yourself from being … Read more

  • Jun
    14
    Providence Willamette Falls Community Center

    Understanding Social Security

    Hosted by Tony Fox, CFS* Financial Advisor. When it comes to planning for retirement, Social Security will likely play a critical part in your retirement plan. Everyone’s situation is different and it is important to prepare in advance for making your decision as to when to file for Social Security. Join our complimentary Understanding Social Security Workshop to learn more … Read more

  • Jul
    12
    Providence Willamette Falls Community Center

    Mortgages 101

    Learn about the process for obtaining a home loan. Join our free Home Buying & Mortgages workshop and get smarter with your money. The steps in applying for a home loan as well as the information your lender will need from you, and why they need it, An explanation of interest rates and other costs associated with obtaining a home … Read more

  • Aug
    9
    Providence Willamette Falls Community Center

    Budgeting For Success

    How you manage your money can affect your future. Do you have a system in place? Join our free Budgeting for Success workshop and learn how to be wise with your money. Get tips on stretching your dollar Pick up simple DIY tricks for managing your spending habits Learn the easy mechanics for budgeting Become familiar with free money management … Read more

  • Sep
    13
    Providence Willamette Falls Community Center

    Financial Planning Basics

    Presented by Tony Fox, CFS* Financial Advisor. Jump start your financial planning. Learn processes and ideas that can help you create a personalized plan based on your unique financial needs. Join our complimentary Financial Planning Basics Workshop. Overview of the entire financial planning process from basic budgeting to complex retirement planning Learn about topics relevant to your goals, regardless of where … Read more

  • Oct
    11
    Providence Willamette Falls Community Center

    Retirement Planning for PERS Employees

    Presented by Tony Fox, CFS* Financial Advisor. If you are a member of PERS you will have a number of decisions to make when you retire. Everyone’s situation is different and the choices you make should depend on your unique situation. The options you have for Tier 1, Tier 2, or IAP benefits can be daunting, but they play a … Read more

  • Nov
    8
    Providence Willamette Falls Community Center

    Identity Theft Protection

    Identity theft can happen to anyone and even the most cautious of people can be at risk. Join our free Protecting Your Identity Workshop and learn key facts to safeguard yourself from becoming a victim. Educate yourself on the current scams taking place See how to recognize a scam or identity theft attempt Learn how to protect yourself from being … Read more

  • Christmas Day: December 25, 2017
  • New Year’s Day: January 1, 2018
  • Martin Luther King JR Day: January 15, 2018
  • Presidents’ Day: February 19, 2018
  • Memorial Day: May 28, 2018
  • Independence Day: July 4, 2018
  • Labor Day: September 3, 2018
  • Training Day: October 8, 2018
  • Veteran’s Day: November 12, 2018
  • Thanksgiving Day: November 22, 2018
  • Christmas Day: December 25, 2018
  • New Year’s Day: January 1, 2019

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