Let us help you achieve your
financial and retirement goals.
With people living longer and health care costs continuing to rise, your savings must grow larger and last longer. With hundreds of investment options to choose from, deciding where to put your money can be very confusing. And, if you make a wrong decision, it can be very costly.
One option you shouldn't overlook is the foundation of asset management and personal service: the corporate trustee.
MEMBERS® Trust Company can serve as a corporate trustee, and can help you build, manage, and protect your wealth when you put your assets in a trust.
For more information or to schedule an appointment with a Trust & Investment Management Officer, contact us.
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.