We strive to provide you with fresh, relevant information to help you stay abreast of what is happening in the investment world today and what it all means to you.

Before market or employment changes affect your dreams,
get a complimentary second opinion.

Find out why our advisors are nationally recognized.
With all the changes in the stock and employment market recently, you might be wondering if you are still on the right track with your investments. It's why many people are getting a second opinion about their investment plan. And it's why the Allegacy Investment Group is offering a limited-time no-charge retirement plan second opinion through our broker-dealer, CUSO Financial Services, L.P.

Whether you're an Allegacy member or not, whether you've been affected by the stock market or the employment market, call now to schedule an appointment. Our qualified advisors* will help you create a realistic roadmap based on sound advice and prudent planning.

Contact one of our Investment Group advisors today at 336.774.3400!

Interest rates may be down, but your options are looking up.

When dealing with investments, there are many times that a simple answer from a professional can make all the difference. If you have a Certificate maturing or you're looking for other fixed-rate income alternatives, you could benefit from a complimentary meeting with one of our CFS Financial Advisors at Allegacy Investment Group, available through CUSO Financial Services L.P. Learn about alternative investments and understand your options whether the money you have to invest is for living or for leaving.

Contact one of our Investment Group advisors today at 336.774.3400!