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 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.
We can help you start an investment plan or build on what you already have. Our team can answer your questions and help you set up accounts that meet your goals.
Along with our experienced advisors, these resources can help you plan.
Workshops, Tutorials, & Seminars
Use our calculators to see:
- How long your retirement savings will last.
- If you are saving enough for retirement.
- What monthly income your retirement savings will provide.
Find more calculators.
Educational Articles & Tools
Learn more about planning for your future.
- Financial Solutions
- Retirement Planning
- Bad Money Habits to Break NEW 4/19
- Countdown to College NEW 4/19
- Stocks & Presidential Elections NEW 4/19
- The Anatomy of an Index NEW 4/19
- Traditional vs. Roth IRAs NEW 4/19
- When a Family Member Dies NEW 4/19
- Build Your Rainy Day Fund NEW 1/19
- Discover the 403(b) NEW 1/19
- Debunking a Few Popular Retirement Myths NEW 1/19
- Getting Your Personal Finances in Shape NEW 1/19
- Leaving a Legacy to Your Grandkids NEW 1/19
- Save & Invest Even if Money Is Tight NEW 1/19
- Tax Considerations for Retirees NEW 1/19
- The IRA and the 401(k) NEW 1/19
- When You Retire Without Enough NEW 1/19
- Your 2019 Financial To-Do List NEW 1/19
*CEFCU Investment Services & Wealth Management is a marketing name used by CEFCU. CEFCU Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. 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. FR-2035796.1-0218-0320