Everence financial services

As you embark on your life’s mission, let Everence be your partner. Whether you’re seeking wealth management, retirement, charitable or banking services, we’re here to help you along the way, so you can focus on what truly matters – your future. Have confidence in your finances and let Everence help you navigate toward your goals.
Text that reads, Your mission. Your finances. With a CTA button to learn more. Close up image of a hand holding a compass and the Everence logo.

What we offer

Everence offers an array of options to help you meet your needs. Whether you're looking for a customized plan to meet your financial goals, options to grow your money, or protection for yourself and your family, we've got products and services ready to support you.

shared__calculator

Financial planning

Financial planning can benefit nearly anyone, whatever your age or circumstances. We can help you determine a clear direction, map your journey and provide guidance as you grow to where you want to go.
shared__insurance

Insurance

Don't wait for the unexpected to occur. Consider insurance now. It will help you prepare for unforeseen costs plus give you something just as valuable, peace of mind.
shared__higher-return

Asset management

Everence asset management products include many features shaped by our faith roots. Work with one of our financial professionals to grow your finances with well-designed, custom strategies.
shared__service

Charitable giving

Grow your ability to make a world of difference with charitable planning, tools and approaches that can offer you advantages today and tomorrow - and that can make an impact for generations to come. Entrust us and Everence Foundation to help you reach your goals for giving.
shared__navigation--bank

Credit union

Get more. Give Back. Join a credit union that shares your values, and offers a full range of savings, checking and loan options to meet your banking needs.

The Everence difference

When you work with Everence, you're making a difference in the lives of others. You're living out your values through responsible money management, and giving back through unique community investing, grant-making and charitable giving programs.
Two hands carrying a grape basket

Everence sharing fund

When you buy an Everence product, you become part of a community that provides financial support to those in need. It's called the Everence Sharing Fund, and it's one of the distinctive ways we support our members and their communities.
College graduates hugging

Grants, scholarships and awards

We offer grant programs, scholarships and awards to help build up local communities and celebrate inspiring acts of stewardship around the corner and across the country.
Adult handing boy a plant

Helping communities

It's amazing what we can accomplish when we all work toward a shared tomorrow. Check out the many ways the Everence community is multiplying their impact in the communities and lives we share.

Let's connect!

Interested in working with Everence to reach your financial goals? Contact a representative or visit an office near you to find out how you can grow to where you want to go.  

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.