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.

Whether you’re just starting to save and invest or nearing retirement, professional advice from our financial advisors 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 Advisor by clicking here.

Why Work with AmeriCU Investments Financial Advisors

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

Member Financial Advisor

Phone: 315.356.3236 ext. 3294

Photo of Sean Ryan

Sean Ryan

Member Financial Advisor

Phone: 315.356.3000 ext. 6072

Headshot of Kiara Sligh

Kiara Sligh

Member Financial Advisor Administrator

Phone: 315.356.3000 ext. 3319

*AmeriCU Investments Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SPIC, 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.

The information provided on this website is in no way intended as an offering or a solicitation of a security that may be referenced upon the site. It is not intended for distribution to, or use by, any person in any jurisdiction where such would be contrary to law or regulation or which would subject AmeriCU Investments to any registration requirement with such jurisdiction. AmeriCU Investments may only conduct business with residents of the states in which it is properly noticed filed or exempt from filing notice

This site has been designed for informational purposes only. We reserve the right to make changes and corrections at any time, without notice. No information contained on this site constitutes investment advice.