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CEFCU Investment Services and Wealth Management

Services Available – M – F: 8 a.m. – 4:30 p.m. (CT)

Investment Services

Investment Services

800.356.7865, ext. 32571
408.545.1571 (CA appointments)
Meet the Investment Team
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Email Investments
CUNA Brokerage Login

Life and Long–Term Care Insurance

800.356.7865, ext. 32571

CEFCU Wealth Management

Private Member Group

Meet the Team
Email Us

Trust & Investment Management

800.633.7077, ext. 33836
Meet the Trust Team
Email Trust

CEFCU Financial Services Insurance

Property/Casualty, Accidental Death & Dismemberment, Mechanical Repair Insurance, and more
Contact CFS

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CEFCU Investment Services & Wealth Management is a marketing name used by CEFCU. CEFCU Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

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.