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Financial & Insurance Center

Planning your financial future is a big job, but we’re here to help you protect what you’ve earned.

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The CEFCU Investment Services program is offered through CUNA Brokerage Services Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit

With more than 140 years of financial experience, you can depend on CEFCU Investment Services and Wealth Management Representatives to give you honest advice. Based on your goals and where you are in life, we’ll help you determine which type of investment works best by:

  • Reviewing your financial needs.
  • Analyzing your options.
  • Finding an appropriate combination of products, services, and terms.

Schedule a no-obligation consultation today and get started on the right investment path.

Check the background of an investment professional at FINRA's BrokerCheck.

Contact Investments

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Retirement Planning

You work hard for your retirement, and if you’ve already started saving, let’s make sure you’re on the right path. Just starting? We can work together to develop your retirement plan. Contact us today so we can:

  • Meet with you.
  • Figure out contribution options.
  • Review investments to stay on target.

Let’s see if you’re on track for a comfortable retirement.

Check the background of an investment professional at FINRA's BrokerCheck.

Contact Retirement Planning

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Wealth Management

When you’re dealing with complex financial needs, our team is there to help. You have access to services like:

  • Investment Management — ETF Portfolio Advantage®
  • Trusteed IRAs
  • Estate and Financial Planning
  • Retirement Planning

Plus, our Private Member Group can meet with you at your home or office — at your convenience — to help with complex financial needs.

Set up an appointment for help managing your wealth and meeting your goals.

Contact Wealth Management

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All the types of insurance and coverages can be overwhelming. Let our professionals help you find the right protection for your family, your property, and you.

Personal Insurance

  • Start planning with Long–Term Care Insurance.
  • Protect loved ones with Life Insurance.
  • Choose Accidental Death & Dismemberment Insurance.

Vehicle Insurance

  • Protect your car or truck.
  • Extend your vehicle’s life with Mechanical Repair Coverage.

Property Insurance

  • Select the right coverage for your home.
  • Get the insurance you need when renting.

Contact Insurance


Along with our experienced professionals, these resources can help you plan.

Workshops, Tutorials, & Seminars


Use our calculators to see:

Find more calculators.

Educational Articles & Tools

Learn more about planning for your future.

Read Up on Current Topics in CEFCU’s Financial Issues Newsletter.


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.

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.