Financial Services
Located at Clackamas County Bank
Non-FDIC insured investment products and fee-based
Financial Planning Services are offered by our
In house CERTIFIED FINANCIAL PLANNER™
Practitioner, Bob Rockwell, CFP®, MS
503-668-2530
- Stocks
- Bonds (both taxable and tax free)
- Mutual Funds
- Annuities (variable or fixed)
- Retirement Plans (business & individual)
- Rollovers
- Estate & Retirement Planning
- Fee Based Financial Planning
- Asset Management
- Brokered CDs (FDIC insured)
*Securities offered though Cambridge Investment Research, Inc.,
a Broker/Dealer, Member FINRA/SIPC
Investment Advisory Services offered through
Cambridge Investment Research Advisors, Inc.,
a Registered Investment Advisor
Cambridge Investment Research, Inc. & Cambridge Investment Research Advisors, Inc. are not affiliated with CCB Financial Services or Clackamas County Bank
Securities Sold in Oregon, Washington and California
Security Products offered are:
- NOT FDIC INSURED
- MAY LOSE VALUE
- NO BANK GUARANTEE
- Life Insurance
- Health Insurance
- Long Term Care
Insurance products offered through Clackamas County Bank Agency
Visit our website @ www.ccbfinancialservices.com
