Let us help you achieve your
financial and retirement goals.
Trust & Investment Management
CEFCU® members have access to Professional Investment Management, Estate Planning, and Trust Services through CEFCU Wealth Management.
Your local Trust Officer and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Kevin Barbier, can be counted on to provide valuable strategic advice and dependable service while developing a plan for long-term financial protection.
- Investment Management
- Estate and Financial Planning
- Retirement Planning
- Corporate Trustee
- Living Trust Management
- Agent for Trustee
- Asset Protection Trusts
- Estate Settlement
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.