Financial Advisors

Our financial advisors help credit unions and community banks bring wealth management, financial planning and related services to clients.

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Partner With Us

Discover the value of offering financial planning and investment services.
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Meet the Team

Get to know our experienced financial advisors who can help your clients.
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Newsletters

Our quarterly newsletters offer helpful articles for investors and savers.
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Core Services

401(k) plan setup

We help business owners create 401(k) plans to benefit their employees and prepare them for retirement.

Traditional and Roth IRAs

Our team can help your clients create individual retirement accounts and help them understand what type may be the best fit for them.

Retirement planning

Help your clients enjoy reassurance that they are prepared for life after work.

College planning

Tuition costs continue to skyrocket, making strategic college planning even more valuable.

Insurance planning

From life insurance to long-term care insurance, careful planning can help ready us for the unexpected.

Business planning

Financial advice goes a long way toward helping business owners succeed, from starting up to winding down.

Investment advisory

Our advisors take the time to get to know your clients, understand their goals, and help them invest for their unique lives.

Trust and estate services

Financial advice is invaluable to anyone building an estate plan or administering a trust.

Our Blog | May 01, 2025

Building Financial Confidence in Every Season
Financial stability looks different for everyone, and that shapes the way we approach it as an organization. While the spring season often brings attention to the housing market, this year, the swirling conversations around financial markets call for a closer look. That's why we felt it was critical to address investor sentiment head-on — and to share the trusted, time-tested advice from Servion Financial Advisors.

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Our Blog | Mar 14, 2024

Financial Empowerment for Women: Navigating Life's Milestones with Confidence
Unlock the path to financial empowerment for women at every stage of life. Navigate the distinctive financial hurdles and prospects from twenties to sixties. Whether seizing independence or crafting a legacy, our expert guidance ensures you thrive in every phase. Explore your financial journey and seize opportunities for empowerment at every age.

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Our Blog | Jun 05, 2023

8 Financial Terms You Need to Know
As you start out in life, your finances can seem overwhelming. How can you start saving money? Taking out loans? Financing a house? Before you can set attainable goals for yourself, you must have a solid understanding of some basic financial terms. That's where we can help.

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Think Beyond Deposits and Loans

Your community wants financial advice and planning. Partnering with Servion Financial Advisors can help you deliver.
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Check the background of your financial professional on FINRA's BrokerCheck.

Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.

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

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residence 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 Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures

Individuals affiliated with this broker/dealer firm 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.

| Important Disclosures and Form CRS | Business Continuity |