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Wealth Management Services

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Wealth management services from Columbia Financial Services encompass every aspect of your financial needs. From investment advice to customized portfolio management, our qualified financial advisors can help manage your investments and pursue your financial goals – even in today's dynamic financial world.

Wealth management begins by understanding your overall goals and dreams for the future. By understanding some of your life goals, your financial advisor can create an actionable financial plan to help reach those goals. We'll set the stage for your continuous financial growth with a mixture of various products including asset management, insurance plans, retirement plans, and equities. Your advisor can also provide solid advice for future investments, as well as professional portfolio management. Ask about anything from estate planning** to stock options, and we'll create the investment strategy you need to continue the management and growth of your financial assets.

For more information about wealth management services, schedule a free consultation with a financial advisor today.

Important Note About Securities and Insurance Products

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Cetera Investment Services registered office located at: 805 Franklin Lakes Road, Franklin Lakes NJ 07417 800-624-0999

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/NCUSIF 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

Columbia Financial Services: 1-800-624-0999