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Create a plan. Accomplish your goals.

It’s not about how much money you have; it’s about making every dollar count. Our team of CFS* Advisors can work with you to create a plan to accomplish your goals. If you don’t already have an advisor, you can contact one accepting new clients to schedule a complimentary, no-obligation appointment and get started.

photo of Tracy Duncan, Investment Group Advisorphoto of Sam Critz, Investment Group Advisorphoto of Dan Bernabe, Investment Group Advisorphoto of Laura Bansaeiwicz, Investment Group Advisorphoto of Ralph Miller, Investment Group AdvisorMark Waltonphoto of Anthony Diffenbaugh, Investment Group AdvisorJohn Mathewsphoto of Tim Bowles, Investment Group Advisor

Allegacy Investment Group available through CFS
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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 non-deposit investment products and services available to credit union members.