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Investment Services

 The professionals at CFCU Wealth Management are here to partner with you in aligning your investments with your financial goals, needs, and values.

Investing can feel overwhelming, scary, and stressful.  Especially if you are considering investing for the first time or have had a negative experience with investing.  Our Wealth Advisors are here to help you navigate the world of investing and aid in creating a clear path through all the uncertainty, challenges, fears, and complexities.  Our Wealth Advisors are here to be your trusted partner and guide with your best interest at the forefront of your investment journey.        

CFCU Wealth Management offers access to investment services through LPL Financial.  We offer access to an open-architecture investment platform to development and tailor personalized investment strategies that align with your individual financial goals, needs, and values. 


CFCU Wealth Management offers access to the following investment services:

  • Fee-based Asset Management
  • Brokerage Services
  • Traditional and Roth IRAs
  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Fixed and Variable Annuities


The professionals at CFCU Wealth Management are here to empower you to make informed investment decisions.

Contact us today to learn more!

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