Working with Everence

As people of faith, we are called to live together in community, in service to each other and to God. This includes caring for the health and well-being of our families, friends and neighbors, which is why we have a variety of ways you can interact with us as we work together to meet your financial goals.
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Service options

Choose from these service options

Our offices have reopened and are available for in-person appointments and walk-in traffic. We also continue to offer meeting options with minimal to no in-person interaction.
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In-person services

Our financial professionals are available for in-person appointments. Please go to your local office webpage for office hours.

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Remote appointments

For no-contact meetings with your Everence financial professional, contact us by email or phone. You may also call any of our offices if you have questions. Your Everence professional may suggest meeting with you via videoconferencing, using the Zoom online platform.
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Drive-up services

For Everence Federal Credit Union transactions, you may place items in the night drop box for us to process, or use our drive-thru windows, if available at your branch.
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Other ways to connect

All of our staff are ready to answer your questions via telephone and email. If you have questions about your Everence product or service, please call 800-348-7468 or info@everence.com.
Safety

Planning your visit

As our communities begin reopening and we expand our availability with limited in-person services, please follow the following safety guidelines when entering the building.
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Mask encouraged

We encourage you to wear a mask. If someone you interact with has a mask on, consider it an invitation to put on your own mask.

Disclosure

Securities offered through Concourse Financial Group Securities, Inc., Member FINRA/SIPC. 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.