On Monday, May 26, all Allegacy financial centers will be closed in observance of Memorial Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App.Click here to find an ATM or ITM nearest you. ... Read more
Branch Closure
On Monday, February 16, all Allegacy financial centers and Member Care will be closed in observance of President’s Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you. ... Read more
Branch Closure
Due to ongoing icy conditions, all Allegacy locations will delay opening until 11am on Tuesday, Feb. 3. The Member Care team will be available virtually beginning at 9am, with additional in-person representatives available beginning at 11am. Members are encouraged to use online and mobile banking, and access virtual chat services with questions.... Read more
Weather Alert
Due to road conditions, most Allegacy locations will delay opening until 11am on Wednesday, Jan. 28. Our South/Charlotte Region Financial Centers will open at 9am (Belmont, Davidson, Prosperity Church Road, and Queens Road locations). The Member Care team will be available virtually from 9am-5pm, with additional in-person representatives available from 11am-5pm. Members are encouraged to use online and mobile banking, and access virtual chat services with questions.... Read more
Branch Closure
On Monday, January 19, all Allegacy Financial Centers and Member Care will be closed in observance of Martin Luther King Jr. Day. You may access your Allegacy accounts through PhoneBanking, Online Banking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
Branch Closure
On Thursday, January 1, all Allegacy financial centers and Member Care will be closed in observance of New Year’s Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
Branch Closure
On Wednesday, December 24, all Allegacy financial centers and Member Care will be closing at 1pm est in observance of Christmas Eve. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
Branch Closure
On Thursday, December 25, all Allegacy financial centers and Member Care will be closed in observance of Christmas Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
Weather Alert
Due to inclement weather all Allegacy Financial Centers will close at 4:00 p.m. on Monday, December 8. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
Outage Alert
Due to scheduled system maintenance, WebBanking and Mobile Banking may be intermittently unavailable from 8:00 PM on Saturday, November 22 through 4:00 AM on Sunday, November 23 (EST). We apologize for any inconvenience this may cause and appreciate your patience and understanding. ... Read more
Branch Closure
On Thursday and Friday, November 27 + 28, all Allegacy locations and Member Care will be closed in observance of the Thanksgiving Holiday. As always, you can access your accounts via PhoneBanking, WebBanking, and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
Branch Closure
On Tuesday, November 11, all Allegacy financial centers will be closed in observance of Veterans Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
General Alert
On Monday, October 13, all Allegacy financial centers will be closed in observance of Columbus Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
General Alert
On Monday, September 1, all Allegacy financial centers will be closed in observance of Labor Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
General Alert
Due to system maintenance, WebBanking and Mobile Banking will be intermittently unavailable starting at 8 pm, Saturday, July 12th –3 am, Sunday, July 13th EST. We apologize for any inconvenience this may cause and appreciate your understanding. ... Read more
General Alert
On Friday, July 4, all Allegacy financial centers will be closed in observance of Independence Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
Branch Closure
On Thursday, June 19, all Allegacy financial centers will be closed in observance of Juneteenth Day. You may access your Allegacy accounts through PhoneBanking, WebBanking and our Mobile App. Click here to find an ATM or ITM nearest you.... Read more
Wherever you are in life, you can get where you want to go. It’s all about putting together a solid plan, making adjustments along the way, and then following through to a future that lives up to your expectations.
Our Planning Process
Your CFS* Financial Advisor will help you build a plan that meets your needs. We’ll look at your current spending, saving and investing, learn about your goals and priorities, make objective recommendations and support your efforts moving forward through the implementation and management of your plan.
Where are You?
Just starting to look ahead?
Maybe your career or family is just getting started, and you’re more concerned about your spending, your saving, your debts, and figuring out what to take on first. We get it.
Need help navigating changes?
Life is full of twists and turns. Changes in your family situation are part of the journey. The right plan should be flexible enough to allow you to shift gears when you need to.
Looking to keep things on track?
It makes sense to give your finances regular tune-ups to help you make sure everything’s working the way it should. Especially as you get a better idea of your future needs.
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.
We appreciate your patience.
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