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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.
Because wealth management isn’t just for the wealthy. Our digital solution gets you started on your investment journey, connecting you with the opportunity to start investing for your future with as little as $5,000 – and connects you with a personal financial advisor at no cost to you.
Phone: 315.356.3000 ext. 3294
Phone: 315.356.3000 ext. 6072
Phone: 315.356.3000 ext. 6040
Phone: 315.356.3000 ext. 3316
315.356.3000, 6139
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
6:00 PM EST on 04/28/2026 at ZOOM
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand:
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
6:00 PM EST on 05/12/2026 at ZOOM
Travis Stanley from TruStage™ Annuities will answer your Medicare questions and help you understand:
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
6:00 PM EST on 06/03/2026 at ZOOM
Join us for this exclusive seminar as financial professional, Travis Stanley, dives deep into ways to build wealth potential and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
We’ll explore:
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
6:00 PM EST on 06/24/2026 at ZOOM
We will help you get a better 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:
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 |
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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.
