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 to schedule a no-cost, no-obligation consultation now to get started.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
AmeriCU Investments provides retirement planning and financial advising services through LPL Financial (LPL), a registered investment advisor broker-dealer (member FINRA/SIPC).
We study your basic information carefully and then prepare recommendations based on your financial foundation and the goals you are trying to reach.
Phone: 315.356.3000 ext. 3294
Phone: 315.356.3000 ext. 6072
Phone: 315.356.3000 ext. 6040
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. Schedule your free consultation with an AmeriCU Investments Financial Professional now.make an appointment
6:00 PM EST on 10.03.2023 at ZOOM
Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation:
6:00 PM EST on 10.19.2023 at ZOOM
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
6:00 PM EST on 11.01.2023 at ZOOM
You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
6:00 PM EST on 11.15.2023 at ZOOM
You’ll learn more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
6:00 PM EST on 12.07.2013 at ZOOM
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
6:00 PM EST on 12.19.2023 at ZOOM
You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
With interest rates hovering at historic lows, investors seeking security might think you have to settle for less. But with a fixed annuity, you could get similar benefits and potentially higher rates!
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
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 of Obligations||May Lose Value|
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.