CEFCU Financial Service

Let us help you achieve your

financial and retirement goals.

Our History & Mission

Insurance Services Available

  • Auto, Home, and other Property Casualty Insurance
  • Vehicle Service Agreements
  • Group Life Insurance and Accidental Death and Dismemberment (AD&D)
  • And more!

Contact us to schedule your no-cost, no-obligation review with a CFS Agent today.

MEMBERS® Trust Company — History & Mission

In 1987, MEMBERS Trust Company was established to provide trust and asset management services. MEMBERS Trust has partnered with CEFCU Financial Services (CFS), a wholly-owned subsidiary of CEFCU, to help you protect your family’s future while offering trust and investment management.

Experienced and skilled professionals help you and your attorney develop and administer a trust. MEMBERS Trust Company is owned by Credit Unions, including CEFCU, and the CMFG Life Insurance Company. Today, MEMBERS Trust provides services to members in nine states and has combined assets that exceed $50 billion. MEMBERS Trust also follows the same standards that guide your Credit Union — to deliver trust services with "your best interests" in mind.

Trust & Investment Management Services Available

  • Investment Management
  • Estate & Financial Planning
  • Retirement Planning
  • Corporate Trustee
  • Living Trust Management
  • Agent for Trustee
  • Asset Protection Trusts
  • Estate Settlement
  • Custodian

For more information or to schedule an appointment with a Trust & Investment Management Officer, contact us.

Insurance products available through CEFCU Financial Services®, Inc., are:

  • NOT a deposit;
  • NOT insured by the National Credit Union Share Insurance Fund, the NCUA, or any other governmental agency or deposit insurance program;
  • NOT obligations of, or guaranteed by, CEFCU, CEFCU Financial Services, Inc., or any affiliated entity.

CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.