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Wealth Management

NOTICE TO CURRENT CLIENTS:  
UPDATED DISCLOSURES MAILING JULY 2020

During the month of July, all current clients of CBSI will receive a new letter with additional information on Regulation Best Interest, including required disclosures. Letters will be sent to clients beginning July 9- 27. For questions regarding these letters, please contact our office at 541-322-5745 or directly to CBSI at 800-369-2862,

Preparing for your future

Financial Planning

Helping you reach your retirement goals is our primary objective. There are a lot of options for your retirement but the first step is developing a strategy. 

Our financial professional, located at Mid Oregon’s East Bend Branch, can help you create a sound financial strategy for the lifestyle you want to live in retirement.

Our professional services include:

  • Retirement Income Planning
  • Comprehensive Financial Guidance
  • Long Term Care Insurance
  • 401(k) Planning
  • Life Insurance Planning

Learn More

It's easy to get started

Contact our Financial Professional for a no-cost, no-obligation consultation today. 
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The Mid Oregon Wealth Management program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.


*Mid Oregon Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3073980.1-0520-0622