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.
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.