Financial Planning with AmeriCU Investments & Wealth Management | AmeriCU Capital Management

Financial Planning with AmeriCU Investments

Start Planning Now

It’s never too early or too late to create a financial plan. At AmeriCU Investments, our professionals are here to help you plan and pursue your financial goals. Whether you’re just starting out or nearing retirement, we work together to develop a personalized plan that grows and changes with your family and your life.

We’re committed to improving your financial well-being. Let us put our experience, training and knowledge to work for you. It all starts with a no-cost, no obligation consultation. There’s no reason to wait. Call 800.352.9699 or schedule a consultation now to get started.

AmeriCU Investments provides retirement planning and financial advising services through LPL Financial (LPL), a registered investment advisor broker-dealer (member FINRA/SIPC).

Check the background of this firm on FINRA’s BrokerCheck.

Financial Services

  • Savings and investment strategies
  • IRA rollover services
  • Retirement income planning
  • Investment management
  • Insurance planning
  • Tax-advantaged investment planning
  • Estate conservation
  • Education funding
  • Asset accumulation and distribution strategies
  • Charitable giving strategies

Financial Products and Strategies

  • IRAs
  • Mutual funds
  • Annuities
  • Long-term care insurance
  • Life insurance
  • Managed accounts
  • Stocks and bonds

Schedule a Consultation

Are you saving enough for retirement? Ready to start a college savings plan? Wondering if your portfolio could be better balanced? Worried about investment losses? We’re here to help.

Complete this form to schedule a no-cost, no-obligation consultation with an AmeriCU Investments Financial Professional. You will be contacted within two business days. Or, call 800.352.9699 to schedule your consultation now.

Wealth Management Calculators

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. AmeriCU Credit Union and AmeriCU Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriCU Investments, and may also be employees of AmeriCU Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AmeriCU Credit Union or AmeriCU Investments.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

 


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.