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Financial Advisors

Whether you are planning for retirement, your child's education, or your daughter's wedding, Cinfed can help. As a member, you have access to your own financial advisors, Brian M. Bushman and Kevin Hagerty, our partners at Saxon Financial Services.

There are many options for making an investment plan for the future. We offer a full range of products and services to meet your needs.Saxon logo (care, cultivate, empower)

• IRAs -Traditional, Rollover and Roth
• Retirement Planning
• Investment Analysis
• Estate Planning
• Stocks, Bonds and Mutual Funds
• Annuities - Fixed and Variable
• Retirement Account Analysis
• Insurance - Including Life, Health, Disability, Long Term Care & Medicare 
• Employee Benefits

Check out Brian or Kevin’s background on FINRA’s BrokerCheck.

We can analyze your current situation and help you establish your goals in order to design a strategy to accomplish those goals.

You can reach Brian at 513-333-3901 and Kevin at 513-333-3886

Click here to email your comments or questions to the Financial Advisor. 

 

Investments are not NCUA insured, not credit union guaranteed, and may lose value.

Registered Representative Securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Cinfed Credit Union are not affiliated. 



CONTACT CINFED

Cinfed Credit Union
4801 Kennedy Avenue
Cincinnati, OH 45209
(513) 333-3800
Routing #242076656

MEMBER REVIEWS

We've only been members for a little over a month and already feel the difference. I don't want to name names, but let's just say Cinfed is WAY better than our previous institution that rhymes with... 
— Jeff, Dawn, & Jordan, members since 2013
I been a member since 1985 and can not imagine banking anywhere else. This credit union as taken care of my every need. 24/7 services is excellent.
— Edward, member since 1985
Recently I tried to locate the Oakley office using google maps. The google directions did not get me close to Cinfed. I called the office and Liz remained on the phone until I reached the... 
— Debbie G
As a long time member, I have always received great service from all CinFed employees. I just wanted to say a special thank you to Dee Dee Day and Dawn Strickland. I had to make some changes to... 
— John-Member since 1990
Earlier this year my much younger sister passed away and with that many obligations were to be met by my husband and myself ..My sister was survived by a daughter and son. We have since then taken on... 
— Vonda
How lucky I am to have Liz Frey managing the office I use! I live in Florida but maintain Cinfed as my main banking office. Everytime I need special help a simple email or call to Liz and it is... 
— Debbie G
Emily Snyder took the best care of my two auto loans. She was professional, courteous and very knowledgeable of the available services for me. She went out of her way to make sure I felt like I was... 
— Sarah Amyotte
I have been member with Cinfed since 1986. The Roselawn Cinfed staff greeted the customer phone calls friendly and polite willing to help you with your needs. They have excellent customer service.... 
— Marian Dudley
I have been a member of CINFED since about 1981 when I was transferred from SLC, Utah with the US Army Recruiting Command and have always received excellent service and support . Hope Dee Dee is... 
— Robert Olguin

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