Investments

Manage your money and plan for your future with our FINANCIAL CALCULATORS.

Make Your Money Work for You

Jefferson Financial is proud to offer some of the most competitive rates in Louisiana. Whether you’re new to investing or looking to expand an existing portfolio, we’ve got options for you.

Compare the options below to learn which types of investments work best for your needs.

Individual Retirement Accounts (IRAs)

Share Certificates (CDs)

Investment Service Partners

It's never too early to start planning for retirement.

To invest in an IRA with Jefferson Financial FCU, you can visit a local branch, send us a secure message in Online Banking or contact our Retirement Services department at 504.348.2424 ext. 777.

Traditional IRA

Tax-deductible contributions

Expanded income limits

Penalty-free withdrawals for qualified higher-education expenses & first-time home purchase

Roth IRA

Contributions are not tax-deductible

Opportunity for tax-free earnings

Better rates, more earnings

Jefferson Financial offers some of the most competitive Rates on share certificates (sometimes referred to as CDs), making them a more valuable financial investment than regular share savings accounts.

There are a variety of options when choosing a Certificate:

Standard & IRA Certificates

Earn high returns at fixed rates

Terms from 6 Months - 5 Years

$1,000 minimum investment

Jumbo Certificates (minimum $10,000)

Insured up to $250,000 by the NCUA

Apply Online

Additional options

Jefferson Financial understands there are more opportunities for investing which we currently do not offer. However, in order to meet the needs of our members, we have partners who are ready to guide your investing to the next level. Contact one of our investment partners to learn more!

Compass Capital Management (Greater New Orleans Area)