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ABOUT US
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  • Special Services
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  • Card Services
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  • Mortgage Loans
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  • Recreational Loans
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  • Personal Loans
  • Financial Difficulty Relief
  • Loan Protection
  • Loan Calculator
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  • Mortgage Rates
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  • Share Certificate/IRA Rates
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SERVICES:

Wealth Management for All Members

Financial Planning & Investments to help you achieve your financial goals.

Special Services
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Wealth Management
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Whether you are just starting out on your financial journey or preparing for retirement, our Clinchfield Federal Credit Union's advisory team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management.


Get Started   Login   Speak with Michael   Speak with Evan  

Meet Your Advisors

Michael McDermott headshot
Michael McDermott
FINANCIAL ADVISOR
(423) 933-3306
Speak with Michael
Michael McDermott headshot
Evan Kulak
FINANCIAL ADVISOR
(423) 933-3309
Speak with Evan

Meet Your Advisors

As your financial advisors, we actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. We work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As a professional fiduciary, we are required to keep your best interests in mind. All members may schedule a complimentary call with either of us at any time to learn more or ask questions - no commitment necessary. All members receive:
  • A dedicated relationship with the Clinchfield Federal Cedit Union advisory team
  • Financial planning services
  • Professional investment management
  • Affordable pricing, no commissions, no hidden fees

Clinchfield Federal Credit Union Team Helps You Succeed

We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued member we are here to help you navigate your financial life.

Financial Planning
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.

  • Starting an Emergency Fund
  • Retirement Planning
  • 401(k); IRA; Social Security
  • Education / College Planning
  • Budgeting
  • Insurance Analysis

Investments
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk

  • Managed Portfolios
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks, Bonds
  • Cash Management
  • Portfolio Reviews

Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.

  • Advisor insights and recommendations
  • Scenario Planning
  • Interactive Goal setting
  • Financial Planning Tools
  • Investment / Portfolio Details
  • Account Actions

Conversations at your convenience...
Schedule a meeting via phone, email, and video conference. If you need assistance scheduling a meeting you may come to the branch and one of our team members can aid you.


Get Started   Login   Speak with Michael   Speak with Evan  

Disclosures

Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Clinchfield Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.

Routing Number: 264278872

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This credit union is federally insured by the National Credit Union Administration.
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U.S. Department of the Treasury CERTIFIED CDFI - CDFI Fund - Financial Institutions Fostering Community Growth
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