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Allegacy Investment Group is dedicated to providing you with sound financial planning as well as specialized products and services for every stage of life. Our experienced CFS* Financial Advisors, with combined experience totaling more than 200 years, offer complimentary plans and free, no-obligation educational workshops to help you stay informed in an ever-changing market. We believe that the financial planning process is a personal and individualized process, unique for each member. Our professionals will work with you on a confidential basis to analyze your current financial condition, help you set financial goals and then create an objective plan that best addresses your needs.

Our Services
Learn how we can help you plan for the future.

  • Investment Planning
  • Personal Financial Planning
  • 401k Consultation and Rollovers
  • Retirement and Retirement Income Planning
  • Life and Long-Term Care Insurances
  • Estate Planning and Wealth Transfer
  • College Education Planning

Meet the Professionals
Get to know more about who we are and how we can help you.

Complimentary Financial Plan
Our professionals are available to meet with you one-on-one.

Allegacy Investment Group is dedicated to providing you with products and services for every stage of life. Our professionals are registered with CFS* and can help you build a plan for achieving your financial goals. Learn more about the planning process.

Contact Us

Tips on how you can make smart financial and investment choices.

Useful tools for running the numbers and setting goals.

Advice and financial planning videos.

Click here to access your CFS Account at Allegacy.

Self-Directed online trading available through CUSO Financial Services, L.P. ("CFS").

If you are an investor who wants to make your own investment decisions, CFS* is your premium choice for online investing in stocks, options and mutual funds, with commissions as low as $14.95. To assist you in your decision making, CFS* provides quotes, charts and analyses, plus high-powered tools for managing your portfolio and screening mutual funds. You have 24-hour access to the information you need – every day.

Online Investment Center
eVision® is also accessible from inside WebBanking


eVision® is a registered trademark of CFS*. Complete pricing schedule available online. Extreme market volatility and trade volume may affect system access and execution.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Investment Related Tools:

© 2014 Allegacy Federal Credit Union
Allegacy is federally insured by the NCUA
Equal Housing Lender NCUA