If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 1.800.633.7077.
The CEFCU Financial 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 cunabrokerage.com.
We can help you find the right insurance to protect you and your family and fit your budget.
Educational Articles & Tools
- It's Time to Review Your Life Insurance
- A Look at HSAs NEW 4/19
- Keep Your Umbrella Handy NEW 4/19
- Smart Financial & Insurance Moves for New Parents NEW 4/19
- The A, B, C, & D of Medicare NEW 4/19
- How Medigap Choices Are Changing NEW 1/19
- Life Insurance Explained NEW 1/19
- Making Decisions About Life Insurance NEW 1/19
- The Details More People Should Know About Medicare NEW 1/19
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.