CEFCU Financial Service

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.


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.