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Quality Products • Salaried Consultants • Superior Customer Service

Let Us Help You Achieve Your Goals!

Non-FDIC Insured investment products and fee-based Financial Planning Services* are offered by our Financial Services Officers

  • Kylee Moore
  • Investment Services Officer
  • Phone: (503) 668-2580
  • Barb Clare
  • Financial Services Officer
  • Phone: (503) 668-2575
  • Betty Jean Miller
  • Health & Life Financial Services Rep I
  • Phone: (503) 668-2529

We make it easy to get started. Whether you are a hands on investor or would rather put it away and not stress about it, we can help!

  • 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)

Looking for insurance coverage for the entire family, or other personal or business insurance we are here to help.

  • Health Insurance
    • Individual
    • Group
    • Medicare
  • Life Insurance
  • Long Term Care
Insurance products offered through Clackamas County Bank Agency

*Securities offered through Cambridge investment Research, Inc., a Broker/Dealer, member FINRA/SIPC Investment Advisory Services offered through Cambridge Investment Research Advisor, In., a Registered Investment Advisor.

Cambridge Investment Research, Inc., & Cambridge Investment Research Advisor,In. are not affiliated with CCB Financial Services or Clackamas County Bank.

Security Products offered are: NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE