Broker Check

City Fiduciary Group

At City Fiduciary Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Scott Lowe

Scott Lowe, A.A.M.S.

Wealth Manager

360-694-0159

360-735-1239

Jeff Brooks

Jeff Brooks, BFA™

Wealth Manager

360-694-0159

360-735-1239

Holly Lay

Holly Lay

Broker Assistant

360-694-0159

360-735-1239

Christina Brooks

Christina Brooks

Broker Assistant

360-694-0159

360-735-1239

Karin Hemstock

Karin Hemstock

Broker Assistant

360-694-0159

360-735-1239

Tanya Carter  E.A.

Tanya Carter E.A.

CFG Tax Services

360-693-0137

360-735-1239

Holly Rodriguez

Holly Rodriguez

Client Relationship Manager

360-693-0137

City Fiduciary Group

915 Broadway Street Suite 4500

Vancouver, WA 98660

Phone: 360-694-0159

Fax: 360-735-1239

Toll-Free: 800-827-0159

Mon-Thu: 8:00 AM - 5:00 PM

Fri: 8:00 AM - 1:00 PM

Sat-Sun: By Appointment Only

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us