Financial Planning

We're keeping our promise to offer members the best financial advice and assistance available.

Allegacy Investment Group

Full service brokerage and professional advice for all of your financial planning needs (available through CUSO Financial Services, LP. (CFS), our broker-dealer).

Allegacy Wealth Management

Provides one-to-one, personal service for qualified members.

BALANCE Financial Fitness Program

Whether you're interested in developing a workable spending and savings plan, getting out of debt, taking a look at your credit report, buying a home, or planning for your financial future, Allegacy wants to help. That's why Allegacy has provided access to free and confidential financial counseling and education through BALANCE, which includes many online services, a toll-free InfoLine, a Credit Report Review, Money Management Counseling, Housing Counseling, Debt Management, Identity Theft Solutions and more. Assistance is available in many languages.

Pathway Credit Counseling and Money Management Assistance

Local, Personal, Confidential. These principles define Pathway, the money management assistance counseling for members of Allegacy Federal Credit Union in partnership with Consumer Credit Counseling Service. Pathway can provide the trusted financial guidance you need regarding credit, debt, mortgage issues, and identity theft. Pathway en Español tambien.

 


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