Serving our Colby and Medford Communities

It’s not easy to begin a conversation about things we’ve been taught not to talk about. Money is a tough and often uncomfortable subject for all of us. That’s why we take a different approach when working with our clients. It starts with a conversation about you, your life and what matters most to you. We build relationships based on open communication to figure out the best decisions for you. You’ll get clear, candid advice so you can feel comfortable and empowered to take the next step. No matter your financial need we can provide solutions for you and your family. We serve our members in Clark, Marathon, Price and Taylor Counties from our offices in Colby and Medford.

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Colby Office

(715) 316-0303


M – F: 9 a.m. – 5 p.m.