Helping your Investment Representative
Best-in-class Options to Help you Build your Financial Roadmap
with Your Financial Journey
Wherever you are on your financial journey, CommunityAmerica Financial Solutions, LLC (“CAFS”) provides your Investment Representative the breadth of tools and services they need to help you define and plan for your financial goals.
Through your representative, CAFS offers a comprehensive suite of investment services including Financial Planning, IRAs, Rollovers, College 529 Savings plans, Trust Services, and Insurance, to name a few. This translates to a variety of tools and offerings that can help you create a detailed financial roadmap.
Thanks to your credit union’s partnership with CAFS, world-class wealth management services are now at your fingertips. Complete with enterprise technology and cutting-edge investment programs, all delivered with the caring member experience you are used to.
We are excited to be on this journey with you.
To learn more about CommunityAmerica Financial Solutions and its financial representatives, visit FINRA BrokerCheck.