Professional Financial Planning

As a member of Progressions Credit Union you have access to Jonna Damiano, our CFS* Investment Representative. 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.

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Since 1996, Jonna Damiano has concentrated on developing, implementing, and monitoring personalized financial plans for her clients. She specializes in retirement strategies and IRA rollover options for 401(k)’s, 403(b)’s, 457’s, Profit Sharing, and TSP’s. She is securities licensed in the following states: AZ, ID, MT, and WA. 

 

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

  • Listen to your financial needs
  • Provide impartial advice to help you make informed decisions
  • Be dependable and responsive

If you would like to learn more or schedule an appointment with Jonna Damiano feel free to contact her at 509.323.1323 to schedule an appointment.

Jonna Damiano RICP® 
Investment Representative CUSO Financial Services L.P.*
WA Insurance #132128
2919 East Mission Ave, Spokane WA, 99202  
509.323.1323  
jonna.damiano@cusonet.com
Not NCUA/NCUSIF or otherwise federally insured.
Learn more at cusonet.com

 

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*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.