A CEFEX certification helps determine the trustworthiness of investment fiduciaries. Learn how a CEFEX certified advisor helps organizations and businesses with retirement plans.

Note: This information is from 2021 but much has changed since then. Please be sure to discuss your unique financial situation with your McKinley Carter Advisor or another trusted professional.
A CEFEX certification helps determine the trustworthiness of investment fiduciaries. Learn how a CEFEX certified advisor helps organizations and businesses with retirement plans.