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Financial Planning

invest in your goals.

We want you to have the knowledge to chart your course. That’s why Allegacy Investment Group available through CUSO Financial Services, L.P. (“CFS”)* offers complimentary products and services for every stage of life, with free, no-obligation financial advice to help you make a plan to build your dreams on.

CFS Financial Advisors

Complimentary planning and education to help you realize your dreams

My Investment Portal

Manage and view all your investment accounts in one place, at any time

e-Vision® Trading

Along with CUSO Financial Services, LP (CFS), we provide the tools and services to improve your financial wellbeing

Market Summaries

Highlights of recent market events and news on upcoming data releases

Leader Recognized as a Top Program Manager

Steve Franke, program manager for Allegacy Investment Group, through (CFS*), has been honored by Bank Investment Consultant magazine as one of the Top Bank Program Managers in the country.

Not yet a member?

The future is never out of reach.

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Questions? Find out what makes us different.

Disclosures

  • *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make nondeposit investment products and services available. The following words need to be in bold on all Allegacy Investment group pages where this disclosure is placed. (They are currently not in Bold) 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.
  • To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

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