Financial Planning

The St. Marys Difference

    • Our only objective is to help you achieve your financial goals.

    • Focus on investor education. We offer planning services, resources, and seminars to help you make educated decisions.

    • We are happy to serve you regardless of income level or assets.

    • No pre-planning required. Maybe you've thought long and hard about your financial future, maybe you haven't - we work from your starting point.

    • Casual, no-pressure approach. You're free to assess the information we provide at your own pace.



Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  St Mary’s Financial Services is a trade name of the credit union.  Infinex and the credit union are not affiliated.  Products and services made available through Infinex 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 affiliate.  These products are subject to investment risk, including the possible loss of value.