Financial Well-Being

Products and services help you understand the big picture while reaching your financial goals.


Life. Money. You.®

The Credit Union’s Financial Well-Being program is here to help you take control of your money.

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Reach your financial goals with help from a trusted expert.

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Wealth Management

Careful, strategic planning across multiple aspects of your financial life is vital.


Guided Wealth Portfolios

Choose investments, connect with our advisors, and manage your portfolio.

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Client Access & Resources

Links and resources to manage your accounts and your investments.

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Guided Wealth Portfolios

A digital investment experience that combines the personal attention of a financial advisor with sophisticated technology.

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How Much Can You Save with the Credit Union?

Click the options below and see how your savings add up.

Watch the Savings Add Up

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Projected savings calculation varies by product. Click here to learn more.

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