The Investment Representatives available through CFS* at AmeriCU Services, LLC, an independent insurance agency, work with today's leading money managers and fund companies.

We are experienced in helping the both first time investor and the "expert" in finding the right mix of investment products.

We feature no hourly charges or fees. Put our competitive rates and variety of choices to work for you. For a no-obligation consultation, please...

Stop by AmeriCU Credit Union Building - 231 Hill Rd., Rome, NY 13440
Call 1-(800)-352-9699 or 315-356-3300 (Utica/Rome area), or
Email services@americu.org

We are available to meet with you virtually anywhere, contact us to set up an appointment at your local AmeriCU branch office, at your home or your place of employment. We're working harder...to make your life easier.

Click here to meet your AmeriCU Services, LLC Team.

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Because of our access to multiple insurance companies, we are able to provide you with competitive rates and reputable carriers.

The Investment Representatives available through CFS* would like to visit your worksite (throughout Central or Northern New York State) to help your business and human resource managers with retirement planning, including 401K and deferred compensation programs.

Our unique way of analyzing a company's retirement plan will provide a new perspective for your business. We offer this no-cost, no-obligation analysis to help you ensure that you're managing with the right investment mix.

If appropriate, we offer additional employee benefits including group health insurance, life and disability insurance and supplemental products. For more information, contact James T. Lombardo, Chief Operating Manager.

www.retirementalliance.com

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Click here for eVISION® online investing.

If you are an investor who wants to make your own investment decisions, you can do so online with eVISION®. Commissions are as low as $14.95 (complete pricing schedule available online). To assist you in your decision making, we provide quotes, charts, and analyses, plus high-powered tools for managing your portfolio and screening mutual funds. You have 24-hour access to the information you need...every day. Extreme market volatility and trade volume may affect system access and execution.

To sign up for eVISION®, click here and go to "Open An Account" to access the online application.

* Investment Products and Services offered through CUSO Financial Services, L.P. (CFS), an independent broker dealer, are not NCUA/NCUSIF, not credit union guaranteed, and may lose value. Investment Representatives are employed by AmeriCU Services, LLC, a wholly owned subsidiary of AmeriCU Credit Union, and registered through CFS. (Member FINRA/SIPC).