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Catholic Financial Services Corporation




Catholic Financial Services Corporation is a member of NASD the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
For more than 120 years, Catholic Knights has put Catholic values into action by helping Catholics and their families’ weather life's storms. Their wide array of financial services and products has offered strength, stability and security to members throughout the years. Their products include permanent and term life insurance products, fixed and variable annuities, mutual funds, long-term care plans and riders, and a savings and discounts benefit package.
 
To round out its product offerings, Catholic Knights leadership decided to add a product line in the equity arena. The Catholic Funds was introduced, which allowed Catholics to take their values to the boardrooms of America. The initial focus was on economic justice in the workplaces of America but has been expanded to give voice to Catholic values on the whole.
 
With its home office in Milwaukee, their services members' needs through our field force of ethical, caring financial services representatives, as well as more than 120 home and field office associates.
 
Members of the firm who hold an insurance certificate, annuity or other financial products also receive an array of benefits at no additional cost. They pay members more than $1 million in these fraternal benefits each year. These benefits care for and assist the firm, especially during their times of need. 

Whether you are interested in planning your retirement, building your assets, providing for your family after death, leveraging your charitable giving, saving for your children's college education, or even just saving significant money on prescriptions and other needs, they can help you and your family.

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