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The CEFCU Wealth Management team is available to help with your more sophisticated financial needs. Along with the experts at Members Trust Company, we provide a full range of wealth management services on the local level.
Private Member Group
We can meet with you at your home or office — at your convenience — to help with complex financial needs. Let us help with expert advice on:
- Personal lines of credit
- Jumbo or specialized mortgages
- Construction financing
- And much more.
Meet Our Representatives
Count on us for personal help.
Along with our trusted advisors, these resources can help you plan.
Educational Articles & Tools
- Which Financial Documents Should You Keep On File? NEW 4/18
- Your 2018 Financial To-Do List NEW 04/18
- Talking to Your Heirs About Your Estate Plan NEW 04/18
- How the Tax Reforms Will Take Effect NEW 04/18
- Tell Your Beneficiaries About Your Accounts and Policies NEW 05/18
- Why Having a Financial Professional Matters NEW 05/18
- What Should You Keep? NEW 09/18
- Tax Efficiency in Retirement NEW 09/18
- Characteristics of the Millionaires Next Door NEW 09/18
Still can’t find the information you need? Contact us with your questions today.
CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through Members Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.