The Road to Financial Independence Starts Here.

Our vision at Spokane Federal Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience.

The partnership you have with Spokane Federal Credit Union extends to Spokane Federal Credit Union's Investment and Insurance Service Center, through our broker dealer CUSO Financial Services, LP (CFS*). 

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just get a second opinion, we’re here to help.

Our CFS* Financial Advisor, Jonna Damiano, can provide you individualized service, and is here to work directly with members like you.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments**
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance

In today’s market, it’s essential to work with a financial advisor who can provide you insight and guidance based on an understanding of your unique situation.

Since 1996, Jonna has concentrated on developing, implementing, and monitoring personalized financial plans for her clients.  She specializes in retirement strategies such as IRA and 401(k) rollovers.

Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Jonna is here to: 

- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Review your current investments, assess them in light of your financial goals, and help you align the two
- Assist you in creating a portfolio that reflects your investment objectives and risk tolerance
- Help you plan for retirement
- Give you information on tax-deferred** savings plans
- Complete an insurance analysis

"My passion is meeting people just like you who are concerned with their financial future.  It is our goal to encourage our clients in making informed, educated decisions with a commitment and service that exceeds their expectations.  It takes time and careful consideration to develop and maintain a financial plan.  Its success requires monitoring and rebalancing of investments, keeping track of paperwork and staying abreast of constantly changing regulations.  It also means reviewing your strategy to accommodate changing priorities and goals to make sure you are on track with your lifetime goals.  My goal is to make a difference for you, your family and your future.  I want to build long-term relationships that span multiple generations." 

If you would like to learn more about Jonna and her services, feel free to contact her via phone (509) 323-1323, email jonna.damiano@cusonet.com or stop by your local branch to schedule an appointment.

Jonna Damiano is securities licensed in the following states AZ, ID, MT, WA and holds a WA Insurance License #132128.   

   

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**For specific tax advice, please consult a qualified tax professional.