Wealth Management

AmeriCU Investments

AmeriCU Investments, a subsidiary of AmeriCU Credit Union, provides retirement planning and financial advising services through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members.  CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc. please visit cunabrokerage.com

Whether you’re just starting to save and invest or nearing retirement, professional advice from our financial professionals can help you plan and reach your financial goals.

Financial Planning
AmeriCU Investments offers a full range of financial planning services to help you plan, save, invest for retirement, and to leave a financial legacy. Click here for more information.

Schedule a Consultation
Request a no-cost, no-obligation consultation with an AmeriCU Investments Financial Professional by clicking here.

Help your money do more with a fixed annuity!

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 than a comparable share certificate!

Why Work with AmeriCU Investments Financial Professionals

We study your basic information carefully and then prepare recommendations based on your financial foundation and the goals you are trying to reach.

  1. You don’t need a lot of money. Retirement planning isn’t just for the wealthy. We work with members of all ages, income levels and life stages.
  2. We work together. We’ll conduct a comprehensive analysis of your income, expenses and investments and answer the question, “Will I have enough money to…?”
  3. We plan for the big picture. While specific goals are important, your plan considers all the angles. It spans from insurance and investments all the way to your financial legacy.
  4. You’re an active partner. We believe in clarity and transparency. We’ll help you understand everything involved with your money and how your plan aligns with your specific needs and priorities.
  5. Our commitment is ongoing. Creating your plan is just the beginning.

Breaking down the Barriers to Financial Security

At AmeriCU Investments, we’re committed to breaking down the barriers to financial success.

We turn uncertainty into access. Our services are available to every member, regardless of income level, age or stage in life.

We turn complexity into simplicity. We strive to present clear, simple strategies.

We turn fear into confidence. We help members overcome common fears of investing with ways to protect their financial futures.

Call
800.352.9699 to schedule a no-cost, no-obligation consultation now to get started.

Check the background of this firm on FINRA’s BrokerCheck

Wealth Management Team


Raymond Acosta

Raymond Acosta

Financial Advisor

Phone: 315.356.3000 ext. 3294

Meet Ray

Photo of Sean Ryan

Sean Ryan

Financial Advisor

Phone: 315.356.3000 ext. 6072

Meet Sean

headshot of Steven Horyl

Steven Horyl

Financial Advisor

Phone: 315.356.3000 ext. 6040

Meet Steven

Headshot of Kiara Sligh

Kiara Sligh

Program Coordinator

Phone: 315.356.3000 ext. 3236

The AmeriCU Investments program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

AmeriCU Investments Professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.