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

Designing Your Wealth Plan

Wealth Management Services from Columbia Financial Services encompass every aspect of your financial needs, from investment advice to customized portfolio management. Backed by a team of experts, your Wealth Advisor will collaborate with you to design a plan that puts you in control as you identify, prioritize and work toward your goals.

  • 401Ks: We offer 401K plans and pension rollovers to help ensure your investments are allocated to meet your goals
  • IRAs: Traditional and Roth IRAs are an effective long-term savings tool
  • SEPs: A Simplified Employee Pension, or SEP IRA, is ideal for small business owners and self-employed individuals
  • Life Insurance: Our investment team is licensed to sell life and long-term care insurance
  • Save For Your Future: As your full-service Wealth Management Provider, we are here to provide tailored solutions for any of life’s moments from saving for college to creating a legacy for your family and more
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Access online trading and your brokerage account from anywhere. With Columbia Financial Services’ online portal you can view your account online anytime, check out market quotes, catch up on financial news and more.

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Meet The Team

As a business owner you have made a considerable financial commitment, as well as an investment of your time and expertise. Let Columbia Insurance Services, Inc. present options that allow you to manage the exposures associated with your business. From the single member LLC to operations with large staff and multiple locations, let us help you design a program that gives you peace of mind so you can focus on your business.

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Meet The Team

Important Note About Securities and Insurance Products

Cetera Investment Services registered office located at: 14-01 River Road Fair Lawn NJ  07410 800-624-0999

Columbia Financial Services is a marketing name of Cetera Investment Services.  Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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

**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.

Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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