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Member Discount Details

Thank you for being a CMBA member. Below are the details and codes you need to leverage your savings. If you have questions email the Membership Department or call us at (216) 696-3525.

Financial & Banking

 

Century Federal Credit Union

Since 1935 Century Federal Credit Union has been serving as a benefit for Northeast Ohio businesses, federal agencies and associations. A full-service financial institution, offering outstanding rates on all deposit and lending products, Century Federal is here to serve all members of the CMBA. Get more financial news from the monthly update provided by Century Federal. Free membership is available to all CMBA members so you can enjoy great rates, free checking and low or no cost fees! Mention the CMBA and show your card to join the credit union. For more details or any questions, please contact Cara Lange at the downtown branch at (216) 535-3290.  www.cenfedcu.org

 

USB Financial Services

The Personal Wealth Management Group is a Cleveland-based wealth management team, and a part of UBS Financial Services Inc., a global financial service firm. We are the legal profession’s sought after team for wealth management advice and guidance. We understand that the financial life cycle of a legal professional is unlike any other, offering both long-anticipated rewards and fresh challenges. That’s why our business is built on a single mission: to provide attorneys and their families with comprehensive investment and financial strategies individually tailored to their long-term goals and life values. At The Personal Management Group we deliver personalized advice and service for an asset based fee in lieu of commissions and transaction costs. This advisory based program is billed annually to each individual client as a percentage of their assets under management at UBS. Our typical fee is between 1.25% and 2%. The MVP discount would be applied to this quoted fee each year. To save 10% off our annual asset management fee, contact Nick Alexander at (216) 736-3618 or email Nick.  www.ubs.com/team/personal