Investment services

Retirement and financial planning. Insurance protection. Investment services. If it concerns your future well-being, Numerica Financial Services is here to help.
Hero NFS Numerica

Members meet with an adviser at no cost

FIND AN ADVISER

VIEW MY PORTFOLIO

The team of professionals at Numerica Financial Services are here for you — no pressure, no obligation, no cost. Take the hassle out of managing your wealth. 

Investment services

  • One-on-one professional guidance 
  • Easy online access and trading 
  • Low-cost options for those who wish to trade on their own

Financial management

  • Professional plans to help you find confidence for your future
  • Laser-sharp financial tools to help build your retirement around your goals
  • Expertise includes retirement, financial planning, and wealth management

Insurance

  • Protect your loved ones from life’s twists and turns
  • Life insurance policies to meet your needs
  • Long-term care coverage to reimburse in-home, assisted living, and senior care costs

About Numerica Financial Services

Securities and insurance provided by Cetera Investment Services LLC, member FINRA/SIPC. Advisory services provided through Cetera Investment Advisors LLC. Cetera firms are under separate ownership from any other named entity. 

The products and services on this web page are being offered through Cetera Investment Services, Cetera Investment Advisers or its affiliates, which are separate entities from, and not affiliates of, Numerica Credit Union.

Check the background of this firm on FINRA BrokerCheck.

Meet the team

Check the background of investment professionals on FINRA BrokerCheck.

Spokane

Stacey Casey

Stacey Casey

RICP, Senior Financial Professional, Numerica Financial Services*

Meet Stacey
Aaron Norris

Aaron Norris

Financial Professional, Numerica Financial Services*

Meet Aaron

Tri-Cities / Wenatchee

Hayden Pitman

Hayden Pitman

Financial Professional, Numerica Financial Services*

Meet Hayden

All regions

Nancy Almond

Nancy Almond

President, Program Manager, Numerica Financial Services*

Meet Nancy
*

Numerica Financial Services is a marketing name of Cetera Investment Services. 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. Neither firm is affiliated with the financial institution where investment services are offered. 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.

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

Click here to view Cetera Investment Services Important Information and Form CRS 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 adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

Hey, friend!
You're about to leave Numerica's secure website.
Numerica is not responsible for the overall website content, security, or privacy policies on third-party sites. Just a kind reminder to consult their policies for more information.