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Financial Planning

Financial Planning Services and Alternative Investments

Incorporating mutual funds and annuities into your financial portfolio can be a beneficial boost for your investments. So can mapping out a good financial plan tailored for your specific goals. If you are interested in a FREE consultation or more information about alternative investments, financial service representatives are available at our branches to assist you at no cost or obligation. Appointments are needed…please call to schedule at (888) 994-3328, extension 4091.

Accounts at E1 Financial Credit Union are privately insured by American Share Insurance (ASI) to $500,000 per account. Accounts are not guaranteed by the Federal Government and if this institution fails, the Federal Government does not guarantee that depositors will get back their money. Accounts are not guaranteed by the State of California.