Edward Jones - Financial Advisor: Matthew I Chang

CU Benefits Alliance is a leading provider of health insurance solutions for credit unions in Beaverton, OR. They offer a comprehensive range of services, including health welfare consulting, strategic planning, and benefits administration, to help credit unions effectively manage employee benefits and lower healthcare costs. With a focus on enhancing benefits and providing a seamless employee experience, CU Benefits Alliance is dedicated to delivering predictable and affordable insurance options for credit union staff and their dependents. By leveraging their expertise in risk management and financial reporting, CU Benefits Alliance helps credit unions navigate the complexities of healthcare reform and develop the perfect benefits strategy to reduce administration and cost. Their commitment to long-term planning and innovative solutions, such as high deductibles, self-funding, and telehealth, ensures that credit unions can effectively contain employee benefits costs while providing quality healthcare coverage. With a track record of success and a strong network of credit union partners, CU Benefits Alliance is a trusted ally in the ever-changing landscape of employee benefits.Generated from the website

Capitol Family Office, located in Beaverton, OR, is currently in the process of developing their online presence, as indicated by their website under construction. The company emphasizes its commitment to user experience through cookie usage for traffic analysis and optimization. Established in 2025, Capitol Family Office respects user privacy by aggregating data and requires consent for cookie usage to enhance site functionality. Their mission appears to focus on providing tailored financial services, although specifics about their offerings are not detailed at this time. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy