Investing

ACU is your financial partner. Our experienced team is here to offer you ongoing guidance.

 

Understanding Today’s Financial Environment

When it comes to investing you have many options to choose from. At ACU Financial Services, we will take the time to find out your personal goals and help create solutions to get you there. Whether preparing for retirement, college savings, or estate planning, our experienced team at ACU Financial Services will work with you to match you with the right products and services to meet your goal.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Investment

Investing wisely doesn’t have to be complicated. We can work with you to create strategies that help you avoid common pitfalls and make smart investments.

Learn More about Investments

Retirement

Do you know where your retirement money will come from? The ACU Financial Services team will help you figure out how much you’ll need to save and a plan to get you there.

Learn More about Retirement

Estate

We will work with you to build an estate plan that minimizes your estate tax liabilities, spells out your healthcare wishes, and ensures that your assets are distributed equitably to your loved ones.

Learn More about Estate

Insurance

Insurance can help protect you and your family from the financial consequences of unexpected events. We work with several insurance companies and match you with the right program to cover you.

Learn More about Insurance

 

Products and Services

Cash Management

  • Checking
  • Automatic Deposit
  • Systematic Withdrawals

Investment Vehicles

  • Stocks, bonds, mutual funds, exchange-traded funds, CD’s, fixed annuities, variable annuities
  • Alternative Investments (limited to qualified investors): Managed futures, real estate investment trusts (REITs)

Insurance

  • Life
  • Long-Term Care
  • Disability

Non-Qualified Investments

  • Trust, Individual, Joint, Transfer on Death (TOD), and Joint TOD’s

Business Investments

  • Corporation, Sole Proprietor, Partnership, Non Profit 501c, and Limited Liability Plans

Qualified Investments

  • Retirement Plans: Traditional IRAs, Roth IRAs, SEPs and Simple IRAs, 403(b), 401(k), Profit Sharing, Money Purchase and Defined Benefit Plans

Education Investments

  • 529 Plans, Coverdell Savings Account UTMA’s/UGMA
Learn More

 

 

Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC a Broker/Dealer and a Registered Investment Advisor. Cetera Advisor Networks and America’s Credit Union are not affiliated companies • Not NCUSIF insured •No Credit Union Guarantee • Not a deposit • May lose value • Not insured by any federal government agency.

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