Personalized Advice from a Team Built for You
Your dedicated Relationship Manager is supported by a team of CFS wealth management professionals, who will help you efficiently manage cashflow and budgets, build a confident future, and find the right solutions for you.
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 daily balance for higher APY
- $25/mo fee if combined balances are under $50K
- 100% Insured with combined coverage by the NCUA and MSIC
Expert guidance on your unique home-loan needs and goals.Contact Us
- Fixed Rates
- Adjustable Rates
- Construction Loans
- Jumbo Mortgages
- First-Time Homebuyer Mortgages
- VA and FHA Loans
- Loans for owner-occupied and investment properties
With a home equity, you won't interfere with your savings.Contact Us
Use funds for:
- Home improvements
- Paying off high-interest debt
- Vacation or other large purchases
- Medical Expenses
Get customized coverage to fit your needs.Contact Us
- Personal and business lines2
- Expert guidance from a dedicated agent
- Customizable solutions
- Affordable, flexible payment options
- Easy claims filing and advice
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 Offers may be withdrawn at any time.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. Minimum balance to open and earn on a CD is $500 and $1,000 to open and earn on an IRA Certificate. Please refer to your CD account disclosure for more information. Annual Percentage Yield (APY) and rates are effective as of 8/18/2021.
APY assumes interest remains on deposit, any withdrawal will reduce earnings. Early withdrawal penalties apply. Other fees may reduce earnings. See our fee schedule for specifics. For terms less than 12 months simple interest will be paid at maturity. For terms 12 months or more dividends are compounded daily and paid monthly.
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
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
VP, Relationship Manager
Chris has been in the financial services industry for over 20 years. He provides wealth management solutions to help members reach their short and long term financial goals. Chris is a Certified Financial Educator and a Certified Investment Management Analyst (CIMA). When he is not supporting members with their financial goals, you can find him spending time with his family and enjoying the outdoors. NMLS# 1447189
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
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.