Financial Plans That Grow With You.
Whether you are planning for retirement, your child's education or your daughter's wedding, Cinfed is here to lend a helping hand.
We can analyze your current situation and design a strategy to help you establish and accomplish your goals.
A few ways we can help you plan for the future:
Cinfed Investment Services, available through LPL Financial (LPL), offers the opportunity to meet your financial and investment goals.1
- IRAs — Traditional, Rollover, and Roth
- Retirement Planning
- Investment Analysis
- Estate Planning
- Stocks, Bonds, and Mutual Funds
- Annuities — Fixed and Variable
- Retirement Account Analysis
- Insurance — Including Life, Health, Disability, Long Term Care, and Medicare
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Disclosure
1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cinfed Credit Union and Cinfed Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cinfed Investment Services and may also be employees of Cinfed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cinfed Credit Union or Cinfed Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |