Callahan Clients, please log in for direct access to:
Upgrade Your Subscription
We recently launched an all-new client portal to help you get the most out of your Callahan resources. Discover new features, access all analytics tools, get support, find relevant best-practices, and much more!
Note: Starting February 1, 2018 we will no longer support this version of the portal. Please click the button below and bookmark the new site for continued access.
Switch To The New Portal
Thank you for your interest in reading the fantastic content we have on CreditUnions.com! However, the page you are trying to access is for subscribers-only. To learn more, select an option below.
All users must now log in to read, research, browse, and have fun on CreditUnions.com. Yes, we still offer freebies. And, yes, it’s worth the extra effort.
Update Account Information
Member Retirement Planning
Not Listed? Update Your Company Information.
3033 Cleveland Avenue, Suite 150 | Santa Rosa, CA 95403
Fernande Marie Bencze
Phone: 707-535-2932 | Fax: 866-902-7513
Service Areas: Mortgages, Member Financial Planning, Member Retirement Planning
1601 Bayshore Highway, Suite 360 | Burlingame, CA 94010
Phone: 6506925202 | Fax: 6506925204
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning
14241 Midlothian Tpke., #502 | Midlothian, VA 23113
Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Phone: 6023757384 | Fax: 6028438377
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
10150 Meanley Dr., 1st Floor | San Diego, CA 92131
SVP, Business Development
Phone: 8586864724 | Fax: 8585301929
Service Areas: Financial Literacy, Member Financial Planning, Member Retirement Planning, Retail Investments
CFS provides customized investment, insurance and financial advisory services to a credit union's members, based on the terms and conditions of an individually-tailored agreement. In addition, CFS provides the extensive program, sales and marketing support needed to grow revenues meaningfully and expand services efficiently.
200 North Sepulveda Boulevard
#1300 | El Segundo, CA 90245
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning
5733 Modernaire St. | Madison 53711
Service Areas: Marketing, Member Retirement Planning, Member Services
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036