Investment services

Numerica Financial Services offers personalized retirement, investment, and insurance solutions. Meet with our financial professionals to plan for your future.
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Numerica Financial Services

You work hard. So should your earnings.

Retirement and financial planning. Insurance protection. Investments. You name it, Numerica Financial Services provides it. Your financial well-being is important. Our team of experienced financial professionals are here to help.

Numerica Financial Services* offers solutions that can help take the hassle out of managing your wealth.

To meet with an adviser there's no cost, no pressure, and zero obligation. You can expect them to be focused on you.

Check the background of this firm on FINRA BrokerCheck.

 

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.

Investments

Take control of your money

The road to financial well-being is different for every person. Whether you are wanting to actively manage your account or are just looking for support, our dedicated professionals help advance your financial health with tools and technology so you can focus on living well.

  • One-on-one review of your investments with our financial professionals
  • Easily view your account online
  • Online trading platform with competitive and low-cost trading options for those who wish to trade on their own
  • Thousands of investments available through our financial professionals. Get help finding what makes sense for you and your goals.
  • Ongoing service, guidance and advice that will take you through retirement. Life moves. We'll be there to help guard and plan for it.

Meet the team

Financial management

Upfront prep to keep you steps ahead

  • One-on-one facetime with our experienced financial professionals who will help you create a plan for your financial confidence
  • Laser-sharp financial tools to help build your retirement around your life
  • Retirement, financial planning, and wealth management

Insurance

Protecting those you love

Help ensure that you are prepared for all of life's twists and turns. With a variety of life insurance policies and long-term care coverage, there are several ways to guard you and your loved ones for what may come.

  • Life: All kinds of ways to protect you and your loved ones.
  • Long-term care: Coverage that reimburses in-home, assisted living and senior care costs

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.

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