To schedule your no-cost, no-obligation appointment,
call (502) 874-4262 or use our request form.
FR-3228307.1-0920-1022
Request your complimentary appointment
Work with someone you can depend on.
The ETFCU Financial Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Whether you’re just starting out or already counting down to retirement, we can help you design the right plan for your financial future. Our full-service wealth management program is available to anyone, regardless of membership, at no cost or obligation.
Our financial professionals have over 100 years of combined experience in the financial services industry. We are able to help you identify major financial objectives, recommend strategies to help you achieve financial security—or simply provide an objective second opinion on your financial situation.
Professional Services Offered
Retirement Planning
Individual Retirement Accounts
Life Insurance
Wealth Management
401K/Pension Rollovers
Long-Term Care Insurance
Estate Conservation
Insurance
Education Funding
Annuities
And more
Invest where you belong.
To schedule your no-cost, no-obligation appointment, please contact ETFCU Financial Group at
(502) 874-4262 or you may submit an appointment request online.
*The ETFCU Financial Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. *ETFCU Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3425737.1-0121-0223.