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Build a Sound Financial Future

Work with a Financial Advisor You Can Trust

Wealth Management

Wealth Management

The financial consultant located at Rivermark is supported by LPL Financial to offer credit union members access to Planning and Investment services, to help you achieve your financial goals.

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Benefits and Features

  • Independent financial advice for credit union members
  • Access to a wide array of investment products
  • Retirement, estate & income planning
  • Life insurance
  • Online portfolio management

Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.

Meet The Advisor

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rivermark Community Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Rivermark Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rivermark Community Credit Union. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, WA, CO, NC. 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