Investing & Planning

Investing & Planning

Investing & Planning


Wealth Management Services

Members of the wealth management team work with you to build your wealth potential and create a comprehensive financial plan that encompasses your total portfolio. With their combined knowledge, they can tailor a program to help meet all your specialized needs.

For information about Investment, Insurance, Trust, or Private Member Services, contact us.

FR-1092514.1-0115-0217

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. 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.

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.