Take a minute to consider your various financial goals, from sending your kids to college to purchasing adequate life insurance to retiring. We provide access to a range of products and services that can be tailored to your unique needs. Our APCO Investment Services Representatives can help:
Education Planning and Funding
** 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
Three Transitions to Retirement
Tuesday, February 27th, at 5:00 PM Central/6:00 PM Eastern
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.
Click here to reserve your spot.
Understanding Your Rollover Options
Tuesday, March 12th, at 5:00 PM Central/6:00 PM Eastern
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:
Tuesday, March 26th, at 5:00 PM Central/6:00 PM Eastern
You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
Stay tuned for more upcoming webinars.
These workshops are educational only and are not investment advice.
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 risks 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.
Real Estate Investment Trusts (REITs)
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.
Stephen Martin is the financial advisor* exclusively serving the Credit Union’s membership. He is especially qualified to provide Credit Union members professional assistance, quality financial strategies 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.
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 to find a broker, investment or financial advisor.
Securities and advisory services are offered through LPL Financial (LPL), a registered 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 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:
*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.
APCO Employees 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 advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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