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Take a minute to consider your various financial goals, from sending your kids to college to purchasing adequate life insurance to retiring. We provide a range of products and services that can be tailored to your unique needs. Our APCO Investment Services Representatives can help:
RETIREMENT SERVICES
Financial Management
Insurance Services
Education Planning and Funding
Wealth Management
** 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.
Webinars and Events
Investment Services Upcoming Webinars
The Return to Conservative Investing
Tuesday, November 29th at 5:00 PM Central/6:00 PM Eastern
Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:
How do you decide which conservative investment is right for you?
Reserve your virtual seat for November 29th. (Link to Zoom registration)
A Clear Direction on the Road to Retirement
Tuesday, December 13th at 11:00 AM Central/12:00 PM Eastern
There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Here’s an opportunity to attend a valuable educational seminar on this important topic.
You’ll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your Retirement income questions, including:
Reserve your virtual seat for December 13th. (Link to Zoom registration)
These workshops are educational only and are not investment advice.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
Videos
INVESTMENTS
Real Estate Investment Trusts (REITs)
Annuities
MANAGED ACCOUNTS
Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by professional investment managers. Often these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.
Investment Managers:
Stephen Martin is the AIS 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 LPL Financial (LPL), and a financial advisor with 11 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.Martin1@lpl.com or by phone at 205-226-6866.
Located at: APCO Employees Credit Union 750 17th Street North Birmingham, Alabama 35203
Financial strategies to help you discover what’s best for you.
Calculators to help clarify your short- and long-term goals.
Account Access easy access to your account and information on markets, quotes, and financial news.
BrokerCheck – Find a broker, investment or financial advisor (finra.org)
*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.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Stephen Martin is a financial advisor with, and 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. APCO Employees Credit Union and APCO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using APCO Investment Services, and may also be employees of APCO Employees Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, APCO Employees Credit Union or APCO Investment Services. 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 or Obligations, and may lose value.
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