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Investments

JOIN TODAY OR APPLY FOR A LOAN

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)




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: