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Financial Investment & Insurance Professionals

When you work with a financial professional at Community Financial Investment & Insurance Services, your needs and goals are their top priority. They’ll create a strategy that’s customized just for you and your family.

To get started planning your future, contact a Financial Consultant at (734) 582-8868 or (877) 937-2328 ext. 8868 for a no-cost, no-obligation appointment or choose from one below. Our Representatives will meet you at your local Community Financial office.
 

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Community Financial Credit Union Investments & Insurance

James D. Potter,
Sr. Financial Consultant

500 S. Harvey St.
Plymouth, MI 48170
(734) 582-8880
James Potter, email

Check the background
of this investment professional
on FINRA's BrokerCheck.

Matthew Bade,
Financial Consultant

34000 W. 7 Mile Road
Livonia, MI 48152
(734) 582-8986
Matthew Bade, email

Check the background
of this investment professional
on FINRA's BrokerCheck.

   Courtney Sparks,
   Financial Consultant

   333 W. Commerce Blvd.
   Gaylord, MI 49735
   (989) 732-7240
   Courtney Sparks, email

   Check the background of
   this investment professional
   on FINRA's BrokerCheck

Community Financial Credit Union, P.O. Box 8050, Plymouth, Michigan 48170-8050

Proudly serving the checking, savings & loan needs of these Michigan communities:
Atlanta | Canton | Gaylord | Hillman | Lewiston | Livonia | Northville | Novi |Plymouth

© Community Financial 2017

Securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Community Financial Credit Union and Community Financial Investments and Insurance Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the State of Michigan.
Not NCUA Insured. No Credit Union Guarantee. May Lose Value.

Applying for a Loan or Account

Thank you for your interest in a loan or deposit account at Community Financial Credit Union. Please review Community Financial's field of membership in the state of Michigan and choose an option below.

• I am currently a member or believe I qualify for membership based on Community Financial's requirements.
Proceed to application

• I do not meet Community Financial's field of membership requirements.

Cancel this request

Applying for a Loan or Account

Thank you for your interest in a loan or deposit account at Community Financial Credit Union. Please review Community Financial's field of membership in the state of Michigan and choose an option below.

• I am currently a member or believe I qualify for membership based on Community Financial's requirements.
Proceed to application

• I do not meet Community Financial's field of membership requirements.

Cancel this request