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Columbia Financial, Inc. Columbia Financial, Inc. is a boutique, independent firm providing objective, personalized financial Stratos Wealth Partners, Ltd. and Columbia Financial, Inc.

Securities offered through LPL Financial, member FINRA / SIPC. www.finra.org / www.sipc.org Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

10/16/2026
🚢From ships to shares, here’s a brief history of stocks 📊 The first “stocks” were tied to dangerous sea voyages. Today? ...
10/13/2026

🚢From ships to shares, here’s a brief history of stocks 📊 The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap. Swipe to explore: ⚫ The first company to issue stock ⚫ The world’s first exchange ⚫ Why stocks became so popular ⚫ How this centuries-old idea still drives markets today

10/07/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨ Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Comment the word “Ready” to get connected today!

10/05/2026

💰 End-of-the-Year Money Moves

Before you say goodbye to 2026, take a few minutes to review your financial checklist.

Consider whether you need to:
✔️ Review your investment strategy and potential tax-loss harvesting
✔️ Gather documents for itemized deductions
✔️ Make charitable gifts
✔️ Review beneficiary designations and your will
✔️ Check your tax withholding

A few thoughtful moves now could help you start 2027 on stronger financial footing.

🐻👑 And the crown goes to… Backpack!Fat Bear Week 2026 has officially wrapped up, and Bear 89, “Backpack,” is this year’s...
09/30/2026

🐻👑 And the crown goes to… Backpack!
Fat Bear Week 2026 has officially wrapped up, and Bear 89, “Backpack,” is this year’s champion! He narrowly defeated Bear 910 in the final, earning 103,334 votes to 98,253.
A well-earned title for a bear who clearly understood the assignment: eat salmon, build those reserves, and prepare for winter. 😂🐟

Alaska’s Fat Bear Week finds its newest champion in a bear that overcame an injury in 2007 that nearly killed him.

📝 Estate Planning: A Lesson from Dolly PartonEven the most carefully built estate plan needs attention over time.A recen...
09/28/2026

📝 Estate Planning: A Lesson from Dolly Parton

Even the most carefully built estate plan needs attention over time.

A recent Kiplinger article highlights several ways to help protect your wishes—including keeping documents updated, clearly naming who is in charge, communicating your intentions, and documenting who receives what.

Estate planning isn't just about what you leave behind. It's about making things clearer for the people you love.

👉 Read more from Kiplinger: https://www.kiplinger.com/retirement/inheritance/lessons-from-dolly-parton-how-to-protect-your-estate-plan

From no-contest clauses to security protocols, planning heads off family disputes before they start — sparing your loved ones additional stress.

09/25/2026

🎓 What If Your Child Decides Against College?

Saving in a 529 plan doesn’t necessarily mean the money is locked into a traditional four-year college.

Depending on the circumstances, 529 funds may be used for trade schools, two-year programs, certain K–12 expenses, student loan repayment, education abroad, another eligible family member, or—under certain conditions—a Roth IRA.

The key is understanding the options and the rules before making a decision.

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60 S. Main Street
Centerville, OH
45458

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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