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Work With Someone You Trust
Cheryl M Macartney is a MEMBERS Financial Services Representative serving CFE Federal Credit Union members.
 
Cheryl M Macartney
Financial Advisor
The MEMBERS Financial Services Center located at:
1200 Weber St
Orlando, FL 32803-3377
Phone: (407) 228-7600 ext. Opt5

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 My Professional Services

  • Retirement Planning
  • 401(k) Planning
  • Investment Management
  • Life Insurance Planning
  • Wealth Management
  • Education Funding
  • Insurance Planning
  • Tax-advantaged Investment Planning
  • Investment Management for Seniors
  • Portfolio Management

  •  My Background

    Over the last 15 years I specialized in Retirement Planning, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time. I’ve done this with focus on their individual comfort level, investment time-line and goals. Working together, we can create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

    ·         As a trusted partner of CFE Federal Credit Union I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:

    • Is your retirement money invested properly?
    • Will you have enough income in retirement?
    • What should you do with an existing retirement plan from a previous employer?
    • How will you pay for a child's or grandchild's education?
    • Financially, what would happen to your family if you died?
    • How will you pay for long-term care?

    I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

    It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

    My education;
    • B. S. Business Administration, University of Central Florida
    • Financial Planning Education Program, Kaplan University
    Affiliations:
    • Oviedo-Winter Springs Regional Chamber of Commerce
    • UCF Alumni Association and Foundation
    Career Highlights:
    • Financial Services Industry, 1982 to present
    • Investments / Insurance/Retirement Planning,  1994 to present
    Personal:
    • Enjoy playing golf / Sports enthusiast
    • Traveling
    • Member of Northland Church 

     My Locations

    CFE FCU, 1823 N Alafaya Trail, Orlando, FL 32826 All branches served by appointment. Call 407.228.7600 option 1


    Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

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    ©CUNA Mutual Group 2014