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Wealth Management Services


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Wealth management services from Columbia Financial Services encompass every aspect of your financial needs. From investment advice to customized portfolio management, our qualified financial advisors can help manage your investments and pursue your financial goals – even in today's dynamic financial world.

Wealth management begins by understanding your overall goals and dreams for the future. By understanding some of your life goals, your financial advisor can create an actionable financial plan for reaching those goals. We'll set the stage for your continuous financial growth with a mixture of various products including asset management, insurance plans, retirement plans, and equities. Your advisor can also provide solid advice for future investments, as well as professional portfolio management. Ask about anything from estate planning to stock options, and we'll create the investment strategy you need to continue the management and growth of your financial assets.

For more information about wealth management services, schedule a free consultation with a financial advisor today.


Important Note About Securities and Insurance Products

Cetera Investment Services registered office: 805 Franklin Lake Road, Franklin Lakes, NJ. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency),  memberFINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC. Columbia Bank is not affiliated with Cetera Investment Services LLC, Cetera Investment Advisers LLC, or Columbia Financial Services. Columbia Financial Services is a marketing name for Cetera Investment Services, LLC.

Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

*Trust services provided by BOK Financial.

**Consult your legal counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services, nor any of its representatives may give legal advice.

There is a surrender charge imposed generally during the first 3 to 10 years that you own the contract. Withdrawals prior to age 59½ may result in a 10% penalty in addition to any ordinary income tax.

The guarantee of the annuity is based on the financial strength and claims-paying ability of the underlying insurance company.

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

View Cetera Privacy Policy and other Important Information.

Columbia Financial Services: 1-800-624-0999