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Allegacy Investment Group is dedicated to developing long-term, one-on-one relationships with our members. Our Financial Advisors are fully licensed and registered (through CUSO Financial Services, L.P. (CFS) our broker-dealer) in both securities and insurance.
Our Financial Advisors' areas of specialization include:
- Retirement Planning (including both accumulation and distribution planning)
- Retirement Plan Rollovers
- Individual Retirement Accounts (IRAs)
- Mutual Funds
- Estate Planning
- Insurance (including life, disability, and long-term care)
- Brokerage Services
- College Education Planning (including 529s)
- Small Business Retirement Plans
- Group Insurance Plans for Small Businesses
- 401(k) Investment Consultation
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