Online Banking
Login
Business Banking
LoginMore Info
  • Personal Banking
  • Business Banking
  • Financial Services
  • About Us

Financial Services

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
or
Barb Clare, Financial Services Representative III
503-668-2575

  • 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