Financial Planning

Call 800.352.9699 today to schedule a 30-minute talk with a Member Financial Advisor!

Who’s helping you plan comfortably for your future? Our Member Financial Advisors are focused on building a relationship and helping you make informed, educated decisions.

Who’s helping you retire comfortably – knowing you’ve planned well with a trusted advisor who has your best interests in mind and has helped you meet your goals?

Who’s helping you live comfortably in retirement, maintain your lifestyle, and have something to pass along to your children?

So, who’s helping you? AmeriCU Capital Management is here to help you set your goals, develop a plan and stick with it. To speak with a Member Financial Advisor, call 800.352.9699 or visit your local AmeriCU Financial Center to schedule an appointment and get started today. Comfortably.

Call today! 800.352.9699

Current Clients

If you are a current individual AmeriCU Capital Management Client, click here for easy access to your account information at TD Ameritrade.

Or, contact AmeriCU Capital Management directly at 800.352.9699 or email should you have any questions, or wish to schedule an appointment.

*Non-deposit Investment products and services are offered by AmeriCU Capital Management, LLC (“ACM”), a federally registered investment advisor. ACM is a wholly owned subsidiary of AmeriCU Credit Union. Products offered through ACM are not NCUA/NCUSIF, or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. There can be no assurance that any specific investment will either be suitable or profitable for a client’s portfolio. Past performance does not guarantee future results.

The information provided on this Web site 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 ACM to any registration requirement with such jurisdiction. ACM 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.