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Financial Planning

St. Mary's Financial Services offers access to financial planning and investment services to our members.
Do you want to save for your children's college education? Plan a comfortable retirement? Make sure your family has what it needs in case of an emergency? Or, how about simply making your hard-earned income work smarter for you? St. Mary's Financial Services can help you reach your financial goals. Using our "people helping people" approach, we deliver services designed around you and your unique financial goals and objectives.

The St. Mary’s 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. 
Working Together for you
Through our partnership with Infinex Investments, Inc., our clients have access to a wide variety of financial and wealth management strategies, including services such as retirement and education planning, a range of investment products from individual stocks and bonds to mutual funds, annuities, and life insurance and long-term care insurance. We have selected our partnerships carefully to ensure that we bring you the best products and services available with a focus on common-sense investment strategies.
Learn more about our services.

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.