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Financial & Insurance Center

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

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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Investment Services

With more than 140 combined years of financial experience, you can expect CEFCU Investment Services Representatives to give you experienced advice. Based on your goals and where you are in life, we’ll help you determine which type of investment is suitable 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.

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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.

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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 with Life Insurance or start planning ahead with Long-Term Care Insurance.


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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CEFCU and CEFCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CEFCU Investment Services, and may also be employees of CEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CEFCU or CEFCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by NCUA or Any
    other Government Agency
  • Not Credit Union
  • Not Credit Union
    Deposits or Obligations
  • May Lose

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.