Financial Planning Services & Wealth Management - AmeriCU Capital Management

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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com

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 Professional. You will be contacted within two business days. Or, call
800.352.9699 or visit an AmeriCU Financial Center to schedule your consultation now.

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.