January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support prices. #Economy #CorporateEarnings #Financials #Markets https://lnkd.in/er7XjM6x
Allegacy Investment Group, Available through CFS
Financial Services
Winston-Salem, North Carolina 144 followers
It is never too late to plan for the future.
About us
Allegacy Investment Group available through CUSO Financial Services, L.P. offers complimentary products & services for every stage of life, with free, no-obligation financial advice. 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.
- Website
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https://www.allegacy.org/financial-planning/
External link for Allegacy Investment Group, Available through CFS
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Winston-Salem, North Carolina
- Type
- Nonprofit
- Founded
- 1967
Locations
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Primary
Get directions
1691 Westbrook Plaza Dr
Winston-Salem, North Carolina 27103, US
Employees at Allegacy Investment Group, Available through CFS
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Mark T. Walton, AAMS®
Financial Advisor, CUSO Financial Services, LP at Allegacy Credit Union
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Anthony Diffenbaugh
Financial Advisor at Allegacy Investment Group, Available through CFS
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Michelle Kimmer Harris
--Sales Assistant, CUSO Financial Services, LP at Allegacy Federal Credit Union
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Laura Banasiewicz, CFP®, CRPC
Financial Advisor, CUSO Financial Services, L.P. at Allegacy Federal Credit Union
Updates
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If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
Emerging Market Opportunities
allegacyinvestmentgroup.org
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How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
What's My Potential Estate Tax?
allegacyinvestmentgroup.org
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All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth
Lifetime of Earnings
allegacyinvestmentgroup.org
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The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
The Economic Journey of Your Morning Coffee
allegacyinvestmentgroup.org
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#Marriage changes everything, including your #insurance needs. Here are some things to look out for
Insurance Needs Assessment: When You're Newly Married
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A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
Social Security: Maximizing Benefits
allegacyinvestmentgroup.org
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Are you looking for a balance? Find yours, starting with this video.
Finding the Balance
allegacyinvestmentgroup.org
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?? What happens to your 529 account if your kids don't go to college? ?? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges. #529Account #CollegeAlternatives #Education
What If Your Kids Decide Against College?
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How to Read Your Credit Report