Wauna Investment Services
Now Is the Time to Invest in Your Services
We pride ourselves on serving as an inclusive resource for your widespread financial needs. We use our variety of services to address your questions and develop a plan you understand. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with the people and causes most important to you.
Go to waunainvestmentservices.com to see how they can help.
WEALTH MANAGEMENT
Managing your money and getting the right combination of income and growth at various times in your life is important work.
RETIREMENT PLANNING
A successful retirement strategy involves having varying strategies integrated together around your personal goals.
ESTATE PLANNING
Establishing an estate plan as part of your comprehensive wealth plan can help leave a legacy for future generations.
INVESTMENT STRATEGIES
We can offer you access to a wide range of investment
products and services aimed at meeting your financial objectives.
INSURANCE PLANNING
A well-constructed life insurance policy can be a valuable
part of your overall financial security plan.
LPL FINANCIAL ADVISORS
BELINDA PETSHOW
With over three decades of experience and long careers at national banks and brokerage firms, Belinda Petshow is dedicated to helping individuals and families build their financial futures.
Not only is she always finding new ways to serve her clients, but she is also passionate about serving her community and making philanthropic contributions.
503-319-3613
WORKING TO ASSURE YOUR FUTURE
With multiple meeting locations and virtual meeting capabilities, there is no need to travel long distances to receive quality financial services. Your comfort and convenience are our priority.
KARA JOSSI
Originally from Montana, Kara lives in Vernonia with her husband and three children. Her passion for budgeting and aptitude in financial services inspired her to pursue finance as a profession.
In her free time, Kara is an avid reader, crochetist, and enjoys dabbling in a variety of musical instruments.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wauna Credit Union and Wauna Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wauna Investment Services, and may also be employees of Wauna Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wauna Credit Union or Wauna Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.