Financial Health Can Be Life-Changing
We're passionate about your financial health. With Money 360, you'll have the tools and services to assist you at every step of your financial journey.
Services for your financial journey
- Access to retirement planning, college funding, estate planning, and more
- Receive a complimentary portfolio review by one of our financial consultants
- Ongoing guidance for short and long-term goals
- Learn the importance of and how to build a budget
- Get the low-down on the best ways to eliminate debt
- Our financial coaches can assist you with personal financial planning
- Financial health educational tools and tips
- Rewards and prizes for kids of all ages (birth-17)
- Invitations to special, exclusive events throughout the year
Community Workshop Program
- Free service for individuals, companies, and other groups in our community
- An engaging way to get hands-on and learn more about financial health
- Virtual and in-person options available
School Sponsorship Program
- Free financial health resources for our local school systems
- Lessons given by CFSB's very own team members
- Engaging online curriculum for middle and high school students
Looking for More
Here for YouCall, text, email, chat, or whatever method is most convenient for you - our team is ready to help!
Find a LocationVisit the nearest banking center for an in-person consultation to learn more about brokerage services, financial coaching, and more.
Thank a BankerDid someone on our team go above and beyond? Leave a thank-you note so we can celebrate them!
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