Assessment - Planning - Peace of Mind
Many firms offer some type of financial advice. Often, firms offer advice that focuses only on your investment portfolio and don't consider other aspects of your financial situation such as cash and liabilities, protection and taxes. Consider your personal preferences and financial needs. Would you like to work with someone on an ongoing basis toward your financial goals? Are you more interested in solely getting investment information? Are you self-directed with occasional questions that can be easily answered in a call center environment?
To begin saving for the future with confidence, schedule a FREE private consultation to discuss your financial plans with one of our Financial Advisors when you open your account. Our highly trained and experienced financial consultants can help you define your life goals, establish the right financial plan, provide customized strategies focused on your needs, and help you stay on track.
If you are a current individual AmeriCU Client, click here for easy access to your account information at TD Ameritrade.
Or, contact AmeriCU directly at 315.356.3300 or email firstname.lastname@example.org should you have any questions, or wish to schedule an appointment.
Visit our handy Retirement Calculators.