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Retirement Planning

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.

You work hard for your retirement. Let us help you protect what you earn with the right planning.

A group of seniors enjoying each others company in the park after an aerobics exercise session.

Work with a team of financial professionals you can depend on to:

Contact us

Representatives

Benefit from our more than 140 years of combined financial experience.

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

Joni J Hootman
CRPC®, Financial Advisor
Canton, Pekin, Peoria Airport, Sheridan Village

309.633.7780
Email Joni

Chris L Jackson
Financial Advisor
Chillicothe, Eureka, Germantown, Grand Prairie, Northpoint

309.633.7884
Email Chris

Laurie D Hild
Financial Advisor
Downtown Peoria, East Peoria, Pekin, Washington

309.633.7206
Email Laurie

Andrew T Felix
Financial Advisor
Lincoln, Morton,
Virtual Meetings

309.633.7479
Email Andrew

Saul Juarez
Financial Advisor
San Jose & Virtual Meetings

408.545.1571
Email Saul

Carl R Gomez
Financial Advisor
Peoria Airport & Sheridan Village

309.633.7526
Email Carl

Leah Farraher
Financial Advisor
 Decatur & Springfield

309.633.7358
Email Leah

Roger Phillis
Financial Advisor
Bloomington & Normal

309.633.7926
Email Roger

Resources

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

Workshops, Tutorials, & Seminars

Calculators

Use our calculators to see:

Find more calculators.

*Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer-sponsored retirement account and an IRA.

FR-2242907.1-0918-1020

*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