Financial Planning

Guidance from an experienced local professional.

Cyndie Montgomery-Adams

Associate Financial Advisor | Raymond James Financial Services, Inc.

I focus on helping those who are at the beginning of their financial planning journey. I'll ask the clarifying questions that allow us to create a plan that fits your vision for the future.

About me

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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Branch: Vancouver Waterfront
Phone: 503.525.8728
Toll-Free: 1.800.527.3932, ext. 5305
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.

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