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USSFCU Helps Members Plan for Their "Best Life"

Published: August 1, 2019

USSFCU Helps Members Plan for Their "Best Life"

Washington, D.C. – United States Senate Federal Credit Union announced its strategic partnership with Oakmont Wealth Advisory. As a continuous initiative to provide financial literacy resources and tools to its members, USSFCU is setting a goal of helping their members live their best life. Each Tuesday in August, members were welcomed to schedule a complimentary thirty-minute consultation with an Oakmont Wealth Advisory Team Member to discuss their financial needs at USSFCU’s Hart Branch located in the Senate Hart Office Building, SH-118 in Washington, D.C.

Founded by David Berger and Doug Birnie, Oakmont Wealth Advisory is a boutique Registered Investment Advisory Firm with offices in Maryland and Northern Virginia.  Oakmont Wealth Advisory is a fee-only firm that provides a wide variety of wealth management services that enhance their client’s financial lives. Being a fee-only advisory firm, Oakmont acts in the best interest of their clients and provides advice that is more comprehensive.

Services include but are not limited to:

  • Investment Management - Expertly tailored custom portfolios are designed and implemented to meet your specific risk parameters and desired outcome. Portfolios are viewed holistically, and guidance is offered to preserve and protect client wealth based on specific life circumstances.
  • Financial Planning - Leveraging our advanced financial planning technology, our planning experts will design a comprehensive plan and work with your tax and legal providers to implement and monitor your plan over time.
  • Retirement Planning - We focus on your vision for retirement and work with you to develop a strategy to accomplish your goals.
  • College Savings - Education is the key to unlocking a child's future! Oakmont's team is well versed on the variety of plans and strategies available to help you build an educational fund.
  • Insurance Planning - Risk Management is an essential tool for every successful investor.

USSFCU Members can learn more about planning for their Best Life, Oakmont Wealth Advisory and schedule their appointment at ussfcu.org/bestlifeplan.

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Members' Voice Testimonials

I feel my money is safe, the service has always been top-notch and we've found it easy to use even though I probably haven't set foot in one of the branches in five years. Joining the credit union is one of the smartest things I've done.

USSFCU has been my first banking option for over 40 years - no fee atms - my grands are now members of the credit union and value their credit union membership also.

USSFCU staff continues to be the best and always has my best interest.

The USSFCU has been an important part of my financial situation and has provided outstanding service.

Every experience with USSFCU has been extremely good right from the start. Our main account with USSFCU is a HELOC with zero over prime rate, which is almost unheard of. The customer service has always been excellent. And when we asked for a temporary payment break to navigate and reorient professionally due to the sudden and temporary financial im...

I've always been treated very professionally and the person caring for my financial needs always listened to me and helped me in a way that was not stressful and beneficial to me.

USSFCU has never failed us in its' role of being the best bank ever. All the personnel are professional, friendly, efficient and have more than earned our trust, appreciation and admiration. We admire the way they are constantly evaluating, adapting and growing their services for the benefit of its' members. We are very grateful to have had this im...

Magnificent people, great help during the hard times.

I've been banking here for over 20 years it's the best customer service. Credit card interest rates don't gouge at USSFCU. It's a wonderful place to bank.

Very personable, solution based and takes an interest in your situation.

Provides excellent customer service and this is demonstrated by their great attention to detail. USSFCU provides excellent financial products and professional communication.

I joined in 1975 when I began my 41 year career in the U.S. Senate. It was a family and still is - one to be depended on in times of need and for advice.

The credit union provides relatively good services and the security updates to the system are noticeable.

All of my children and grandchildren have USSFCU accounts now. I really admire USSFCU and its staff completely, they have always looked out for my interests.

Outstanding online and mobile banking services. Professional, Courteous, knowledgeable responsive staff!

I am very satisfied to belong to this institution and whenever I need support it is good to know that I count on you.

This credit union is the best, I love the customer service and you can?t beat the interest rates. And I?m happy to be a member of this great credit union.

Great staff helping all the time. Just a very well run company always good service.

Always good service, especially when I telephone in. I have another credit union where, every time I call in, I have to wait a considerable amount of time before reaching a representative. When I worked on the Hill, it always was a pleasurable experience coming to the credit union office, whether to make a deposit or apply for a loan.

Customer service via the phone is very helpful and easy to accomplish requests.

Care about their clients and concerned about making sure they have the best rates and packages.

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