Investing & Insurance


Let us help you achieve your

financial and retirement goals.

Retirement & Investing

Retirement Planning

Trust our retirement planning professionals to help you plan for the future. Our personalized services includes:

  • Savings and investment strategies
  • Retirement plan rollovers
  • Distribution planning

Contact us for help planning your retirement and check out the resources we have available.


The key to success is to start planning for your financial future today. The CEFCU Investment Services offers investment programs that complement traditional CEFCU Savings plans, including Investment Services, Education Funding, and Retirement Planning.

An investment representative can help you create a college savings plan, help build your retirement income plan, and more. Other available investment products include: Mutual Funds, Annuities, Stocks, Bonds, Individual Retirement Accounts (IRAs), and Roth IRAs.

In addition, for the self-directed investor, there is online investing through CUNA Brokerage Services, Inc. or automated telephone access at 1.800.369.9709.

Download and browse printed brochures and newsletters to keep up on the latest financial news and learn more about the products and services CEFCU offers.

Planning for Retirement

Use these resources for information on how much to set aside for a more comfortable retirement.

CEFCU Investment Services & Wealth Management is a marketing name used by CEFCU. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Trust services available through MEMBERS® Trust Company (MTC). CBSI and MTC are under separate contracts with the financial institution to make securities and trust services, respectively, available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-1099166.1-0115-0217