Financial services

As a financial services company that shares your values, Everence Financial believes all of us make better money decisions when we integrate our values with our decision-making. That’s why we offer a broad array of options to help you meet your needs, including credit union, financial planning, health insurance, charitable planning and more. 
How we work with you

A financial partner that shares your values

Gain confidence in your finances with the help of Everence Financial professionals, who can help you with your most basic or complex financial questions and needs.
Couple having a video call

Nationwide service

Our financial professionals can work with you, no matter where you live. Visit one of our local offices, or talk to someone from the comfort of your own home.
Tree branches within sky

Faith and values

Centered around values rooted in faith, Everence Financial brings a unique, trusted perspective to finances.
Middle-aged couple making plans together

Broad financial services

Everence Financial serves individuals and organizations with a wide variety of services to meet your personalized needs.

For individuals

Couple talking to advisor

Financial planning

Gain confidence in your future with a comprehensive dive into your finances. Develop a customized plan that helps you meet your goals.
family time

Credit union

Join a credit union that shares your values, and offers a full range of savings, checking and loan options to meet your banking needs.
Parents swinging their child

Insurance

Protect yourself and your family with life, disability income and long-term disability insurance.
Happy couple at grocery store

Asset management

Grow your money with investment options to help you plan for short- and long-term goals.
Heart in hands

Charitable giving

Make a difference in the world by giving to the organizations you care about most, using unique services that help you maximize your giving.

For organizations

Business meeting

For businesses and nonprofits

Build a thriving organization with our suite of services for businesses and nonprofits.

  • Asset management
  • Employee health and retirement benefits
  • Business banking
  • Planned giving services
  • Executive financial services
Church pew

For congregations

Grow a sustainable congregation with Everence Financial services tailored specifically for your financial, employee benefits and stewardship education needs.

  • Planned giving services and education
  • Employee health and retirement benefits
  • Business banking
  • Asset management
  • Congregational education resources

Get started

Let Everence Financial help you reach your financial goals, no matter where you are on your journey. Contact an Everence representative or leave your information so that we can contact you.

Contact us

1110 N. Main St.
P.O. Box 483
Goshen, IN 46527

info@everence.com

(800) 348-7468

Learn more

Meet life's moments with confidence

Moments – big and small – are part of life, and some extra help goes a long way. Everence Financial can help you save for tomorrow. To buy your dream home. To protect your family. And to make a far-reaching plan for your future.
Stories

Living the values

 

Financial Planner Jen McCoy explains how she helped her kids learn responsible money management.

 

In the midst of the U.S. presidential election, how might the outcome affect markets and the economy, and what have we learned from previous administrations?

More stories

Disclaimer

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.