The financial consultants at Rivermark are here to help you achieve your financial goals with a variety of tools appropriate for your unique situation.

Bob Bedritis
Certified Retirement Counselor®

If you’re serious about achieving what matters most to you get to know Bob Bedritis. As a Certified Retirement Counselor®, Bob specializes in helping you get clear, get motivated, and get started on a path toward achieving your goals. 

If you are like most people who have difficulty getting your head around your finances, Bob offers a simple three step process to help you be confident and clear about your money. Bob feels that no one should experience anxiety and confusion about their investments.

• Do you have enough saved for retirement?
• Have you had your current investments reviewed recently
• Do you have questions about Social Security benefits?

Bob will help you navigate a path to success.

Ready to get started?

Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.  

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Rivermark Community Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Washington, California, Arizona, Connecticut, Pennsylvania, South Carolina and Texas. 

Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently. 

 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

 

Not NCUA Insured

No Credit Union Guarantee

May Lose Value