SAFE Financial Services

SAFE Financial Services Invest the Way YOU Want

It’s 529 Day! A reminder that planning ahead can open doors to education, opportunity, and long‑term financial support f...
05/29/2026

It’s 529 Day! A reminder that planning ahead can open doors to education, opportunity, and long‑term financial support for those you care about most.

Learn more: https://www.safecu.org/wealth-management

Happy Mother’s Day from the SAFE Wealth Management team. Today we celebrate the strength, care, and dedication that moth...
05/10/2026

Happy Mother’s Day from the SAFE Wealth Management team. Today we celebrate the strength, care, and dedication that mothers bring to their families and communities, today and every day.

Help us welcome Cleveland Ashley to the SAFE Wealth Management team! 🎉 Cleveland brings years of experience helping indi...
04/30/2026

Help us welcome Cleveland Ashley to the SAFE Wealth Management team! 🎉

Cleveland brings years of experience helping individuals and families feel confident about their financial future. He is committed to delivering guidance that’s clear, personal, and empowering.

Cleveland will proudly serve members at our Natomas, East Sacramento, and Sunrise branches.

We’re excited to have him supporting our community!
Meet Cleveland: https://www.safecu.org/wealth-management/meet-our-advisors/cleveland-ashley

Talking about money at home can feel awkward, but it doesn’t have to.Join us for a webinar designed to help you start he...
04/23/2026

Talking about money at home can feel awkward, but it doesn’t have to.

Join us for a webinar designed to help you start healthy, confidence building conversations about finances with the people who matter most.

Whether you're in a new relationship, managing a household, or teaching kids about money, this workshop will help you make financial conversations a natural part of everyday life.

Register here: https://www.safecu.org/community/events/events-detail/2026/04/28/default-calendar/42826-family-money-matters-simple-conversation-tips-to-talk-about-money-el

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2295 Iron Point Road Ste 100
Folsom, CA
95630

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