Press Releases

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

This credit union is the best, I love the customer service and you can't beat the interest rates. I'm happy to be a member of this great credit union.

- James · Locust Grove, GA

The branch manager introduced herself and was extremely helpful. She stated that if there is anything we ever need to please let her know. Very positive experience!

- Larry · Cumberland, MD

Greta was absolutely amazing - as always. She makes me and my parents feel valued and supported. We are forever grateful. [The Credit Union] has been hugely supportive over many years. And we feel known and cared for.

- Eliza · Washington, DC

Long as I have been with the credit union, I haven't had any problems. I also like the protection on my account.

- Charles · Upper Marlboro, MD

My overall experience at the credit union was exceptional. The staff was hospitable offering water, my service was timely and professional and the office was well lit and clean.

- Denise · Washington, DC

As a member for more than 40 years, i have always had great service from the USSFCU and know that they stand behind their great reputation.

- David · Silver Spring, MD

A top rate Credit Union, [I'm] privileged to be part of! Thank you for all you do for our family! USSFCU Credit Union was able to resolve our financial situation - vehicle, personal loans, customer service/recommendations, within 6 months. We belonged to another credit union for over 20 years, with results not even close to comparison. We switched ...

- Manuel · Bowie, MD

Your people and products are amazing. The recent [online banking] overhaul is phenomenal. [I've] been electronic banking since Tele action phone banking - paying bills with my push button landline decades ago. USSFCU is light years ahead of everyone else in terms of ease of use and client experience!

- Misty · Brookings, OR

I have been a member for more than 30 years. I no longer reside in the DC area but continue to bank with USSFCU because of the ease and the customer service.

- Tamra · Denver, CO

I have been a member for over 50 years, and I have always gotten good service with loans, when I had to have service at a branch, and when I needed to have money sent to me from my savings account. The personnel have always been friendly and treated me with respect.

- John · Fort Washington, MD

I especially appreciate being able to quickly speak with someone (not a robot) and that person has always been knowledgeable and helpful.

- Bernard · Richmond, VA

Excellent customer service streamlined and transparent process. The representatives are efficient, knowledgeable, and understanding of the type of loans offered by Credit Union.

- Erwin · Ellicott City, MD

The USSFCU behaves as a credit union ought to behave. The staff works with and for the members, not for a corporate board. Interest rates for a car loan, a home improvement loan, and a mortgage are low and terms are transparent.

- Ruth · Takoma Park, MD

Staff are courteous and friendly to work with. Very knowledgeable about services and products offered or available. Excellent follow-up with customers.

- Jacquelyn · Sanford, FL

I have appreciated USSFCU services for many years since I left my work on Capitol Hill. I have appreciated the occasional webinars on purchasing a home or retirement planning.

- Jamie · Washington, DC

I have been a member since 2006, and have always appreciated the customer service response to any concern or query. In addition, as I have traveled extensively, USSFCU has provided support and access.

- Kathleen · Ukiah, CA

I've had a credit union account for decades, even though I no longer work on Capitol Hill. I now have two accounts. I've been able to do all of our banking remotely, by app or by phone.

- Richard · Washington, DC

I have been a USSFCU member for almost 20 years. There is nowhere else I want my money to be. I always receive excellent service.

- Nicole · Alexandria, VA

I deeply appreciate the stellar service, the proficiency, the professionalism, and the kindness. I am truly honored and grateful to bank with a financial institution that treats customers like family.

- Angela · Alexandria, VA

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