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You’ve heard that credit unions are different than banks – but what is it exactly that sets them apart?
“At Cambrian, we provide personalized advice, financial literacy education, and transparent communication. This empowers our members to make well-informed financial decisions,” says Jessica Rivera, Financial Advisor at Cambrian and Aviso Wealth.
“Our members can trust that their best interests are always our top priority.”
At Cambrian, our core values guide us on our path to being a member-focused credit union. We sat down with Jessica to discuss the approach she takes when meeting with members:
“What sets us apart are the personal connections and the genuine relationships we build with members. We put our members first,” says Jessica.
“We approach each interaction as if we were walking in our members’ shoes, taking the time to understand their stories, needs, and dreams. That allows us to provide personalized financial advice.”
As a local credit union, we give back to the community where we live and work– and that includes supporting our members.
“What’s important for me as an advisor is to get to know my members – not just their financials, but who they are and what’s important to them,” says Jessica. “All those details shape the advice I give them.”
“We do what’s best for our members, because integrity & honesty are part of our core values.”
If you’re working with an advisor, you may worry about getting advice or recommendations that don’t reflect your unique financial needs.
How do you make sure the investments you’re making support your goals?
“Taking the time to educate members is a huge part of what we do,” says Jessica. “We make sure our members understand their options.”
“I encourage members to think about the financial implications of the choices they’re making today. What effects might those choices have in 5 years?”
“We work with our members every step of the way, answering any questions and reviewing all their options. We’ll share our recommendations, but at the end of the day, it’s the member who makes the decision that’s right for them.”
If you’re currently working with a Financial Advisor, you may be wondering how to make sure they’re looking out for you.
“Be curious about what your advisor is offering. In the same way you’d shop for a car or a mortgage rate, do that with your finances,” encourages Jessica.
“Talk to your advisor – ask them questions, make sure you know what you own and why you have it, and ensure you and your advisor have a plan in place to reach your financial goals.”
“Look for an advisor who you have a genuine relationship and connection with - one who knows you as a person, not just as a number, and who will cater to you.”
Learn more about questions to ask your Financial Advisor.
“We’re a credit union, and that makes us different,” says Jessica. “Whether it’s over video, the phone, or in-person, we’re here for our members to help them reach their financial goals.”
Ready to talk through your finances with a Cambrian Advisor? Book a meeting and discover the Cambrian difference today!
Disclaimer
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
We would be happy to discuss your unique situation with you.
Our goal is to make complex topics like this one, simple.
It takes less than 5 minutes to make an appointment or to apply online. It is up to you how you want to meet your advisor - you will have the option to meet your advisor:
