Portland, OR 97206 Get directions
- Open an account
- Apply for a loan
- Make ATM deposits
- Notary Services
About This Location
Schedule a Branch Appointment
- New Year’s Day — January 1, 2022
- Martin Luther King Jr. Day — January 17, 2022
- Presidents' Day — February 21, 2022
- Memorial Day — May 30, 2022
- Juneteenth (observed) — June 20, 2022
- Independence Day — July 4, 2022
- Labor Day — September 5, 2022
- Indigenous Peoples’ Day — October 10, 2022
- Veterans Day — November 11, 2022
- Thanksgiving Day — November 24, 2022
- Christmas Day (observed) — December 26, 2022
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About Our Team
Favorite Lunch Spot
I will work alongside you in every step of the process to explore your options and offer solutions that provide you the most benefit.
I began working in the mortgage industry at the entry level. Working my way up has provided me with a thorough understanding of each step in the process of purchasing or refinancing your home. I believe education is key, and I will share my knowledge to help you find the perfect loan to fit your needs. Exceptional member service is my top priority and it’s my goal to provide you with the best home buying experience possible.
In 2018, I moved from Chicago and have planted my roots in Portland as my new home. I love the natural beauty and all of the values that my fellow Oregonians embody. Some of my hobbies and interests include mixology, PC gaming, and being a dog dad.
Daniel Bartosz, CRPC®
There are three elements you should look for in a financial relationship: clear communication, constant contact, and accurate service delivered promptly.
Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your personal financial situation and how your goals and lifestyle may affect your long-term financial success. I utilize an enhanced goals-based approach to develop a financial plan designed to meet your individual needs. Together, we’ll use that plan to guide investment and financial decisions that impact you and your family.
My job is to help you build and keep wealth and it starts with understanding your budget and establishing keen savings strategies. It’s never too late to get started on the right path to financial success.
I have served individuals and households in the Financial Services industry since 2001. My industry licenses include the Series 7, Series 66 and Oregon Resident State Life and Health Insurance.
I am an Oregon native and a graduate of the University of Idaho. When I’m not in the office, my wife and I are busy volunteering in our kids’ schools and training for our next running race. We are avid runners and compete both locally and across the country.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning in the United States and/or other countries.
Providing smart options to help my member’s business grow and prosper is my ultimate goal.
Specializing in commercial loans, I am always looking for ways to save our members money and time (their most precious resource). I have worked in business and retail banking for seven years, and prior to that, owned a small business. Having been on both sides of the member/banking relationship gives me a unique perspective. I enjoy getting to know our members’ goals and dreams and aim to help them achieve these financial goals while earning their trust and confidence.
I enjoy spending time with my wife and kids (who constantly keep us on our toes), coaching youth baseball, chaperoning for church trips, volunteering for school field trips, and – as a lifelong fan of the game – I try my best to improve at golf when I can.