Investments and Insurance
Putting your financial future first!
Pursuing growth for your financial goals
Your goals are unique—and the best path forward is, too. Wherever you’re going, together with our partners at LPL we'll help you work toward getting there with a plan that’s designed entirely around what’s right for you.
Investments & Insurance Benefits
Putting you first
Build a personalized financial plan that you can feel confident in!
CFP® Confidence
Work with a Certified Financial Planner (CFP®) to ensure your financial strategy matches your needs and gives you full confidence in pursing growth.
Risk tolerance
Find your biggest opportunities for pursing growth, without going out of your comfort zone or taking any uncalculated risks.
Goal & timeline conscious
From short-term savings goals to long-term retirement planning, we’re here to help you create a roadmap to success—with a timeline that’s right for you!
Dedicated assistance
We’re right there with you, every step of the way! From small questions to strategy re-evaluations, we’re flexible and responsive—because that’s what real growth takes.
CFCU Investment & Insurance Services Team
Meet Our Team
Investment & Insurance Services
Courtney S. Sparks, CFP®
Manager of Investments & Insurance
(877) 937-2328 ext. 4082csparks@cfcu.org
James D. Potter
Sr. Financial Consultant
(734) 582-8880jpotter@cfcu.org
Jason Newel
Associate Investment Representative
(734) 738-3142jnewel@cfcu.orgInvestments & Insurance Services
Guide your growth with…
Our Investment & Insurance Services offer personalized strategies to help you seek wealth growth, plan for retirement, and a confident future.
INVESTMENTS & INSURANCE WORK
Tailored investment solutions
At Community Financial Investment & Insurance Services, we truly believe that investing is personal. It's not just about numbers and charts; it’s about your hopes, aspirations, and the dreams you hold dear. That's why our investment team is dedicated to crafting tailored solutions that align perfectly with your unique vision for the future.
Our approach to financial planning is all about you.
We take the time to listen and understand what matters most—be it traveling the world, funding a passion project, or securing a legacy for your family. By merging our expertise with your dreams, we create investment strategies that don’t just aim for returns—but truly resonate with your lifestyle and goals.
Together, we can weave your dreams into actionable plans that empower you to live the life you envision. Because at the end of the day, it’s not just about what you invest; it’s about what you’re investing in—your future, your happiness, and your dreams.
Welcome to a partnership where your aspirations take center stage. Let's work toward turning your dreams into reality!
Contact Investments & Insurance
Get in touch
Just give us a call to set up your no-cost appointment with our investment and insurance experts!
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Financial Credit Union and Community Financial Investment + Insurance Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Financial Investment + Insurance Services, and may also be employees of Community Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Financial Credit Union or Community Financial Investment + Insurance Services.
Securities and insurance offered through LPL or its affiliates are:
Not insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.