APCO Investment Services

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The APCO Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving APCO Employees Credit Union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

The APCO Investment Services program has one objective: to help you reach your financial goals. The program works in cooperation with the credit union to help you make sound financial decisions. Consider attending a complimentary seminar to learn more.

  • Plan your financial future
  • Manage your investments
  • Fund your children’s education
  • Retire more comfortably
  • Protect your assets

Take a minute to consider your various financial goals, from sending your kids to college to purchasing adequate life insurance to retiring. We can help! We provide a range of products and services that can be tailored to your unique needs. For a no cost, no obligation meeting, contact an APCO Investment Services Representative.

Financial Strategies

Calculators

Account Information

Contact Me

Mike LewallenMike Lewallen
Financial Advisor
(205) 226-6800, x6866
750 17th St. North
Birmingham, AL 35203
Email Me | My Bio

Check the background of this investment professional on FINRA’s BrokerCheck.

SERVICES

Retirement Services

• Planning assistance, whether you’re just getting started, ready to retire or retired now
• Retirement plan rollovers
• Individual Retirement Accounts (IRAs)
Traditional IRAs
– Roth IRAs
– Spousal IRAs
– Rollover IRAs
• Business retirement accounts
– 401(k) plans
– Simplified Employee Pensions (SEPs)
– Savings Incentive Match Plan for Employees (SIMPLEs)
– Tax-Sheltered Annuities (TSAs) and 403(b) plans
– Non-qualified deferred compensation plans
– Non-qualified accumulation plans

Financial Management

• Setting goals
• Creating a savings and investment plan
• Protecting your financial security
• Building your net worth
• Managing wealth
• Creating an income from your assets

Insurance Services

• Life
• Long-term care
• Disability income

Education Planning and Funding

• Planning assistance
• Education savings accounts
– 529 savings plans
– Coverdell education savings accounts
– Roth IRAs

Wealth Management

• Financial plans that provide comprehensive analysis and planning for financial goals, retirement and estate transfer
• Personal trust services**
– Trusts created under wills
– Living trusts
– Retirement plan trusts
• Legacy planning**
– Charitable giving strategies
– Employee stock options

** Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including information about estate planning, please consult your attorney.

 

PRODUCTS

Investments

• Mutual Funds
• Stocks
• Bonds
• Options
• Unit Investment Trusts

Managed Accounts

Real Estate Investment Trusts (Reits)

Annuities

• Variable Annuities
• Fixed Annuities
• Fixed Index Annuities

Insurance

• Life Insurance
• Long-Term Care Insurance
• Disability Income

 

CUNA Brokerage Services, Inc.

*APCO Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all 50 states of the United States of America.

© CUNA Mutual Group

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