Wealth Management and Investments

From rollovers to retirement and estate planning, your financial future is our priority.

We’re here to help you plan your financial future every step of the way with services such as retirement planning, financial planning, life insurance, saving for college, rollover accounts, and more.

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Connect with a Financial Advisor

Our CFS* financial advisors are available by appointment to meet and discuss your wealth management and retirement goals.

Access Your Investments

EasyVest Digital Advisor

For those who are newer to investing, EasyVest® is an automated investment service that provides you with a tailored plan to help you meet your goals.

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Three Tips to Know About Planning for Retirement

Retirement planning can be exciting, but it can also be overwhelming. Here are three tips to help you set off in the right direction.

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What Happens to Your 401(k) When You Leave Your Job?

There are several options you can take with your old 401(k) to make the most of what you’ve saved for retirement so far.

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Weighing the Pros and Cons of an IRA Rollover

Learn what the top 5 most common reasons to rollover an IRA. Find out from a retirement plan expert the pros and cons of a rollover.

Tools to Help Serve You

Retirement Calculator

This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook.

401(k) Planner

It may surprise you how significant your retirement accumulation may become simply by saving a small percentage of your monthly salary in your 401(k) plan.

Investment Return Calculator

It may surprise you how much more you could accumulate in savings simply by repositioning assets to achieve a slightly higher return potential.

IRA Contribution Calculator

Determine whether or not you are eligible to contribute to both the Traditional IRA and Roth IRA and the maximum amount that may be contributed.