Please note: Debit cards are now being issued at all Financial Centers following system upgrades. ATMs, ITMs, and select card features in Online & Mobile Banking may still be temporarily unavailable. We will notify you when upgrades are completed.
Please note: Debit cards are now being issued at all Financial Centers following system upgrades. ATMs, ITMs, and select card features in Online & Mobile Banking may still be temporarily unavailable. We will notify you when upgrades are completed.
It’s never too early or too late to create a financial plan. At AmeriCU Investments, our professionals are here to help you plan and pursue 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.
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 to schedule a no-cost, no-obligation consultation now to get started.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
AmeriCU Investments provides retirement planning and financial advising services through LPL Financial (LPL), a registered investment advisor broker-dealer (member FINRA/SIPC).
We study your basic information carefully and then prepare recommendations based on your financial foundation and the goals you are trying to reach.
Because wealth management isn’t just for the wealthy. Our digital solution gets you started on your investment journey, connecting you with the opportunity to start investing for your future with as little as $5,000 – and connects you with a personal financial advisor at no cost to you.
Phone: 315.356.3000 ext. 3294
Phone: 315.356.3000 ext. 6072
Phone: 315.356.3000 ext. 6040
Phone: 315.356.3000 ext. 3316
kimberly.griffiths@americu.org
315.356.3000, 3267
6:00 PM EST on 03.26.2025 at ZOOM
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? We’ll explore:
6:00 PM EST on 04.15.2025 at ZOOM
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand:
6:00 PM EST on 04.09.2025 at ZOOM
You can attend this seminar at no cost and no obligation. Travis Stanley from TruStage™ Annuities will answer your Medicare questions and help you understand:
6:00 PM EST on 05.15.2025 at ZOOM
Join us for this exclusive seminar as leading financial professional Travis Stanley dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions. We’ll explore:
6:00 PM EST on 05.27.2025 at ZOOM
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar. Travis Stanley from TruStage™ Annuities will answer your retirement questions and help you:
6:00 PM EST on 06.03.2025 at ZOOM
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
6:00 PM EST on 06.24.2025 at ZOOM
Join Travis Stanley for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor. We’ll explore:
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
With interest rates hovering at historic lows, investors seeking security might think you have to settle for less. But with a fixed annuity, you could get similar benefits and potentially higher rates!
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. AmeriCU Credit Union and AmeriCU Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriCU Investments, and may also be employees of AmeriCU Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AmeriCU Credit Union or AmeriCU Investments. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits of Obligations | May Lose Value |
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Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
