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.