APCO Investment Services

APCO Investment Services

 

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. It 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.

Designed exclusively for Credit Union members, APCO Investment Services is a full-service financial advisory program providing retirement, insurance and investment services. Products and services provided include; Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers**, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the Credit Union’s members.

Working with the investment services program you’ll experience the same level of personalized service you’ve come to know and expect from your Credit Union.

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

We provide a range of products and services that can be tailored to your unique needs. For a no cost, no obligation meeting, contact your APCO Investment Services Representative.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.


Stephen Martin APCO Investment Services Financial Advisor

APCO Investment Services Representative Stephen Martin

Stephen Martin is a APCO Investment Services* financial advisor, exclusively serving the Credit Union’s membership. He is especially qualified to provide Credit Union members professional assistance, quality financial solutions and dependable service. Stephen is a Registered Representative of CUNA Brokerage Services, Inc., and a financial advisor with over 8 years in the financial industry. He is available to meet with individuals and families.

For a no-cost, no-obligation appointment, contact Stephen Martin by email at Stephen.Martin@cunamutual.com or by phone at 205-226-6866.

Located at:
APCO Employees Credit Union
750 17th Street N
Birmingham, Alabama 35203

*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.


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

FR-1919707.1-1017-1119

apco-logo-420x150-june-2014

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