Phone in black

866-844-7500
Home of Oak Valley Community Bank
Oak Valley Community Bank home
Oak Valley Community Bank
Eastern Sierra Community Bank

Commercial Banking Home

Personal Banking Home

Investments Home

About Us Home

College Savings Plans

Non-deposit products are not FDIC insured, are not deposits, and may lose value.

They grow up so fast! How do you know when it's time to start investing for their college and other education expenses when they're growing up? Our investment representatives can help you answer this and many other questions, when it comes to college savings plans.

There are a variety of ways to invest and we can help you determine which one is right for you. Whether you are interested in a 529 college savings plan, an education savings account or a custodial investment account; we can assist in weighing the pros and cons of the investment alternatives that are available to you and develop a plan that fits your educational funding needs.

Before investing in a 529 plan, investors should carefully consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 plan.

GET STARTED
Oak Valley Investments logo

Check the background of this investment professional on FINRA’s BrokerCheck

Located at: 125 N. Third Avenue, Oakdale, CA 95361, 866.844.7500

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: * Not FDIC insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Form CRS, Privacy Policy, and Business Continuity.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 125 N. Third Avenue, Oakdale, CA 95361

View Cetera Investment Services Privacy Policy, Important Information, and Business Continuity.

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.