Financial Planning Services

The Time to Start Planning Is Now

It’s never too early or too late to create a financial plan. At AmeriCU Investments, we’re here to help you plan and achieve 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.

Just like your credit union, 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 or schedule a consultation now to get started.

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.

Check the background of this firm on FINRA’s BrokerCheck.

Financial Services

  • Savings and investment strategies
  • IRA rollovers
  • Retirement income planning
  • Investment management
  • Insurance planning
  • Tax-advantaged investment planning**
  • Estate conservation
  • Education funding
  • Asset accumulation and distribution strategies
  • Charitable giving strategies

Financial Products and Strategies

  • IRAs
  • Mutual funds
  • Annuities
  • Long-term care insurance
  • Life insurance
  • Managed accounts
  • Stocks and bonds

Schedule a Consultation

Are you saving enough for retirement? Ready to start a college savings plan? Wondering if your portfolio could be better balanced? Worried about investment losses? We’re here to help.

Complete this form to schedule a no-cost, no-obligation consultation with an AmeriCU Investments Financial Advisor. You will be contacted within two business days. Or, call 800.352.9699 or visit an AmeriCU Financial Center to schedule your consultation now.

*Non-deposit Investment products and services are offered by AmeriCU Investments, a federally registered investment advisor. AmeriCU Investments is a wholly owned subsidiary of AmeriCU Credit Union. Products offered through AmeriCU Investments 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.

**Representatives are neither tax advisors nor attorneys.  For information regarding your specific tax situation, please consult a tax professional.  For legal questions, including a discussion about estate planning, please consult your attorney.

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.

Check the background of this firm on FINRA’s BrokerCheck

*AmeriCU Invesments Financial Planning 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/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. FR-2707540.1-0819-0921