Customized Investment Programs
Member-first Mindset and the Investment Program to Make it Happen
for Credit Unions and their Members
For Credit Unions
Partnering with CommunityAmerica Financial Solutions, LLC allows you to align with a member-driven partner who will deliver the best of breed, fully integrated investment program that has your members’ best interests in mind.
Our goal is to help credit union members enhance their wellbeing while on their path to financial peace of mind. We provide your Investment Representative world-class wealth management services at their fingertips – all aimed to help you meet your goals.