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Our Commitment

Our Commitment

In choosing to work with us, our goal is to always work in your best interest, invest in getting to know you and your unique set of financial circumstances, be your partner and advocate, appreciate you as a valued member of our community, and most importantly, listen.

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Our Process

Our Process

We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.

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CFCU Wealth Management

Caring and Knowledgeable Professionals

Whether you are looking to plan for retirement, explore investment options for an inheritance, or seeking higher interest rates our Wealth Advisors are committed to putting your best interest first.

Our advisors will partner with you using a comprehensive process to help understand what is most important to you and create personally tailored financial strategies based on what you value most.

Your Goals. Our Strategies.

Discover an array of services for all your wealth management needs.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

CFCU Wealth Management
Winner of Ithaca Journal Readers’ Choice Award

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