Money 360
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
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Brokerage Services
View Brokerage Services Details- 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
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Financial Coaching
View Financial Coaching Details- 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
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Youth Program
View Youth Program Details- Financial health educational tools and tips
- Rewards and prizes for kids of all ages (birth-17)
- Invitations to special, exclusive events throughout the year
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Community Workshop Program
View Community Workshop Program Details- 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
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School Sponsorship Program
View School Sponsorship Program Details- 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
Our Financial Coaches are available
Get a 1 hour session for free!
Looking for More
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Here for You
Call, text, email, chat, or whatever method is most convenient for you - our team is ready to help! -
Find a Location
Visit the nearest banking center for an in-person consultation to learn more about brokerage services, financial coaching, and more. -
Thank a Banker
Did someone on our team go above and beyond? Leave a thank-you note so we can celebrate them!
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