Investing

Imagine the comprehensive services of a much larger investment firm offered in a friendly, local financial atmosphere. This has been our goal at Community Investment Fianancial House division since 2018 – and we’ve grown to over 150 million CFA in shares under management with our formula.

Leverage the experience of Community Investmentment Financial House Trustees to bring experience and an objective viewpoint to administering your legacy.

Customized financial advise on your terms

Whatever your stage in life, we believe you can benefit from a conversation with us. Clear communication, a collaborative environment and focus on your unique goals will immediately demonstrate our commitment to your success be it planning your retirement, managing your investments or preserving your legacy.

Investing and financial planning

We can help you determine what type and amount of coverage you may need.

Insurance and annuities

Let us evaluate your insurance needs, identify gaps, and offer life insurance plans and annuity plans to provide protection and confidence.

Not-for-profit investment services

Our team specializes in managing the assets in endowments and in creating and implementing investment policies.

We're here to grow together

We have deep roots in the places where we live and work, and a history of making a real-world difference in the communities we call home.