National team
If you live in an area that’s not close to an Everence office or branch, call our team of national financial professionals to help you with your financial, insurance, charitable giving and banking needs.
Vice President of National Markets
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-6649
Financial Planner
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-6649
Location(s):
Archbold, OH
National office
Financial Consultant
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-6649
Location(s):
National office
Financial Planner
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-6649
Location(s):
National office
Financial Consultant
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-6649
Location(s):
National office
Charitable Consultant
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-3633
Location(s):
National office
Regional Director
Contact:
P:
(319) 449-0953
T:
(877) 656-4242
F:
(319) 448-5864
Stewardship Consultant
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-6649
Location(s):
Sarasota, FL
National office
Pandora, OH
Plain City, OH
Stewardship Consultant
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-6649
Location(s):
Henderson, NE
Kalona, IA
National Consumer Loan Officer
Contact:
P:
(330) 857-9988
T:
(800) 986-9988
F:
(330) 857-8692
Location(s):
Kidron, OH
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P.O. Box 483
Goshen, IN 46527
Hours: Monday - Friday 8 a.m. to 5 p.m. (ET)
Other times by appointment
Toll-free: 800-348-7468
Phone: 574-533-9511
Fax: 574-537-6649
2160 Lincoln Highway E., Suite 20
Lancaster, PA 17602
Hours: Monday - Friday 8:30 a.m. to 5:30 p.m. (ET)
Toll-free: 800-451-5719
Fax: 717-735-8331
Email: infocu@everence.com
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.
Access a copy of CFGS’s Form CRS.