Insurance & Investments
Advancing your financial health.
Financial Services, L.P.
Through the relationship with CFS*, Numerica Credit Union is pleased to introduce Numerica Financial Services. We are able to provide members retirement, insurance and investment services. Our goal is to help advance your financial health and to take the stress away. We can help you with:
- Investments - Including mutual funds, securities, IRAs, and variable annuities.
- Insurance - Term, whole life, long-term care, universal life insurance, variable universal life insurance, fixed annuities, and disability income insurance.
- Financial Management Services - Planning for retirement, education, long-term care, asset accumulation.
Meet with one of our CFS Financial Advisors at no cost or obligation to you. If you are in the Spokane or Coeur d' Alene area simply call 509.536.6185 or 800.433.1837 extension 6185. If you are in the Wenatchee or Tri-Cities areas call 509.662.6117 or 800.633.0014 extension 7260.
Check the background of this firm on FINRA BrokerCheck
*Non-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.