LOGIN MENU Wealth Management AmeriCU Investments AmeriCU Investments provides retirement planning and financial advising services through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc. please visit cunabrokerage.com Whether you’re just starting to save and invest or nearing retirement, professional advice from our financial professionals can help you plan and reach your financial goals. Financial Planning AmeriCU Investments offers a full range of financial planning services to help you plan, save, invest for retirement, and to leave a financial legacy. Click here for more information. Schedule a Consultation Request a no-cost, no-obligation consultation with an AmeriCU Investments Financial Professional by clicking here. Attend an Upcoming Financial Education Workshop How to Weather a Bear Market – November 2nd – 6PM EST The Return of Conservative Investing – November 9th – 6PM EST Women & Investing – November 16th – 6:30PM EST Rollover Planning – November 30th – 6PM EST Income for Life – December 7th – 6PM EST Help your money do more with a fixed annuity! 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 than a comparable share certificate! CONTACT US FOR MORE INFORMATION! Why Work with AmeriCU Investments Financial Professionals We study your basic information carefully and then prepare recommendations based on your financial foundation and the goals you are trying to reach. You don’t need a lot of money. Retirement planning isn’t just for the wealthy. We work with members of all ages, income levels and life stages. We work together. We’ll conduct a comprehensive analysis of your income, expenses and investments and answer the question, “Will I have enough money to…?” We plan for the big picture. While specific goals are important, your plan considers all the angles. It spans from insurance and investments all the way to your financial legacy. You’re an active partner. We believe in clarity and transparency. We’ll help you understand everything involved with your money and how your plan aligns with your specific needs and priorities. Our commitment is ongoing. Creating your plan is just the beginning. Breaking down the Barriers to Financial Security At AmeriCU Investments, we’re committed to breaking down the barriers to financial success. We turn uncertainty into access. Our services are available to every member, regardless of income level, age or stage in life. We turn complexity into simplicity. We strive to present clear, simple strategies. We turn fear into confidence. We help members overcome common fears of investing with ways to protect their financial futures. Call 800.352.9699 to schedule a no-cost, no-obligation consultation now to get started. Check the background of this firm on FINRA’s BrokerCheck Wealth Management Team Raymond Acosta Financial Advisor Phone: 315.356.3000 ext. 3294 raymonda@americu.org Meet Ray Sean Ryan Financial Advisor Phone: 315.356.3000 ext. 6072 seanr@AmeriCU.org Meet Sean Steven Horyl Financial Advisor Phone: 315.356.3000 ext. 6040 stevenh@americu.org Meet Steven Kristen Parrow Financial Advisor Phone: 315.356.3000 ext. 6139 kristen.parrow@americu.org Meet Kristen Nicholas Tortolon Sales Assistant Phone: 315.356.3000 ext. 6028 nicholat@americu.org The AmeriCU Investments program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. AmeriCU Investments Professionals 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, 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. Copyright © AmeriCU Credit Union. All Rights Reserved. Member Security Center Career Center Terms + Conditions Disclosures Privacy Policies Web Accessibility Contest Rules Holiday Closings Current Offers