Relationship Banking
Your Relationship Manager and CFS wealth management team will tailor a plan to help you efficiently manage cashflow and budgets, build confidence around your future, achieve your goals, and prepare for unexpected life events.
Meet with a Relationship ManagerPersonalized Advice from a Team Built for You
Your dedicated Relationship Manager is supported by a team of CFS wealth management professionals, who will focus on finding the right solutions for you, including:
Tailored PlanIt+ Deposit Accounts
Access to Lending and Insurance Experts
Trusted Planning and Investment Advice
Peace of Mind
PlanIt+ Product Suite
PlanIt+ Checking Account
For a minimum of $100,000 in qualifying aggregate balances.
Contact Us Learn More- Contact us for rates1
- Free standard personal and official checks
- Free money orders
- Free stop payments
- Free debit card replacement
- Free incoming wire
- Minimum $1,500/mo in deposits or $5,000 minimum balance for higher APY
- $25/mo fee if combined balances are under $50K
- 100% Insured with combined coverage by the NCUA and MSIC
- Contact us for rates1
- Membership account
- Must have PlanIt+ Checking
- Unlimited deposits and withdrawals
- Multi-tiered interest rates
- 100% Insured with combined coverage by the NCUA and MSIC
- Plan for the years ahead
- Build wealth
- Protect your assets
- Move toward your financial goals
- Fixed Rates
- Adjustable Rates
- Construction Loans
- Jumbo Mortgages
- First-Time Homebuyer Mortgages
- VA and FHA Loans
- Loans for owner-occupied and investment properties
Use funds for:
- Home improvements
- Paying off high-interest debt
- Education/tuition
- Vacation or other large purchases
- Medical Expenses
- Personal and business lines2
- Expert guidance from a dedicated agent
- Customizable solutions
- Affordable, flexible payment options
- Easy claims filing and advice
Chris has been in the Financial Services industry for over 15 years, advising and educating members on ways to create their own financial success. He leads the team of wealth management professionals who can help with your short, medium, and long-term financial goals. NMLS#749856
Chris Santillo
VP, Wealth Management
For over 10 years James has been dedicated to serving members through wealth management solutions and helping provide a holistic view of their financial needs. He and his team will work with you to create tailored banking and lending solutions to fit your goals. NMLS#1043824
James Daisey
VP, Relationship Manager
1Rates subject to change at any time without notice unless otherwise noted. Offers may be withdrawn at any time. Subject to membership eligibility. Workers Federal Credit Union membership required; minimum balance to open membership account
is $5, unless otherwise noted. Annual Percentage Yield (APY) and rates are effective as of 8/18/2021 . Fees may reduce earnings. See our fee schedule for specifics. Interest compounded daily and paid
monthly.
2Coverage varies by carrier. Products offered by Workers Insurance Agency and Affiliated Companies. Coverage is subject to eligibility and availability. Other terms, conditions, and exclusions may apply. Insurance products available through
Workers Insurance Agency, a non-credit union subsidiary of Workers Credit Union are: NOT A DEPOSIT NOT NCUA-INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE CREDIT UNION, OR AFFILIATES MAY LOSE VALUE.
3Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management
solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary
of Atria. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.
CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and
registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.