Routing # 321076470

Investments

Invest in your future to help you get where you’re going.

Financial Advisory Services

Our CFS Financial Advisors1 will create a personalized investment strategy that aligns with your long-term goals.

Robo Advisor
Program

Fill out a short questionnaire, then our Robo Advisor2 will automatically build a diversified portfolio based on your goals and risk tolerance.

Self-Service Investments

Take the lead on your investments and trade stocks, bonds, and mutual funds with our eVision® 3 online trading service.

Estate Planning Services

Everyone needs an estate plan, regardless of age, assets, or stage of life. It’s why we’ve partnered with Trust & Will to offer our members 25% off the estate plan of their choice.

Now is the time to invest in your future