Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint
98660
Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint Business Information
- Name:
- Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint
- Address:
- 98660
- City:
- Vancouver
- State:
- Washington, US
- Telephone:
- (503) 525-8798
- Fax:
- (503) 273-1796
- Website URL:
- https://www.onpointcu.com/cadams/
- Facebook:
- https://www.facebook.com/109721591332618
- Twitter:
- @OnPointCU
- Categories:
- Financial Advisory Services
Investments - Hours:
- M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed
- Services:
Cash management, Comprehensive retirement planning, Estate & charitable foundation planning, Financial planning, Investment management, Public employee retirement system (PERS) planning, Risk management, Social Security planning - Products:
401(k), 403(b), Environmental, Socially responsible investing (SRI), Stocks, Traditional IRA or Roth IRA., and governance investing (ESG), annuities, bonds, college & education savings plans., long-term care insurance, mutual funds, social - Brands:
n/a - Specialties:
- Securities licenses Series 7, Securities licenses Series 66, Life and Health Insurance licenses in Oregon, Life and Health Insurance licenses in Washington
- Coordinates:
- 45.640189, -122.671398
- Accepted Payment:
About Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint
I enjoy helping families plan for and navigate the many complex financial issues they may face. That may mean designing a college savings plan, preserving assets for a future purchase, investing for retirement, or providing a financial legacy for the care of a family member.
The first step in any sound strategy is getting information on all of your options as it is important for you to make informed financial decisions every step of the way. Together, we will focus on your personalized goals to create a customized plan that will help you achieve a well-rounded and secure financial future for you and your family.
I currently hold securities licenses Series 7 and Series 66 as well as the Life and Health Insurance licenses in Oregon and Washington.
My family and I live in East Clark County, Washington where we enjoy volunteering with local charities, visiting art galleries, and keeping busy with outdoor activities like hiking, fishing, and biking.
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