Start planning for retirement with a CFS Financial Advisor* at United Federal Credit Union.
Portfolio and Investment Analysis
In addition to helping you with active portfolio management, we can customize your portfolio based upon your financial plan.
When you’re at a crossroads in your career, make the right plan for you.
Make informed financial decisions at critical life milestones.
Meet our CFS Advisors
Our CFS Financial Advisors* are committed to understanding your specific needs.
Take advantage of our investment events.
Access Your Investment Accounts
Easy access to your investment accounts .