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| Investment Services |
Whether it's the neighborhood you live in, the career you?ve worked so hard at, or the time
you spend with your family, getting the most out of life requires smart choices. And
that?s why we?re here?to help you make smart decisions about your financial future.
Welcome to Alliance Credit Union?s Investment Services* offered through CUSO Financial Services L.P.
Our Investment Advisors* are focused on your investment needs and helping you make smart financial
decisions, no matter what the goal.
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Jay Stewart, CFP®,
Investment Advisor
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Jerry Taylor, CLU®,
Investment Advisor
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Some of the services with which our Investment Advisors can assist:
- Financial planning
- Retirement planning and retirement plan rollovers
- 401(k) investment consultation
- Estate planning
- Mutual funds
- Brokerage services
- Insurance
- College education planning
- Individual Retirement Accounts (IRA)
As an Alliance Credit Union member, access to our Investment Advisors' expertise is complimentary. You do not pay
for their time or advice. So, what are you waiting for? Make an appointment today by calling
408.979.2478 in California or 910.793.2232 in North Carolina.
If you?d like to meet Jay or Jerry in person, they are available by appointment on the days and locations listed below.
Please call 408.979.2478 in California or 910.793.2232 in North Carolina.
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| Myrtle Grove Financial Center | Monday and Friday |
| Racine Financial Center | Tuesday and Wednesday |
| GE Financial Center | Thursday |
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| Curtner Financial Center | Monday |
| Palo Alto Financial Center | Tuesday |
| Blossom Valley Financial Center | Wednesday |
| Santa Clara Fianancial Center | Thursday |
| Curtner Financial Center | Friday |
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*Investment products and services offered through CUSO Financial Services, L.P. (CFS),
an independent broker-dealer, are not NCUA / NCUSIF insured, not credit union guaranteed
and may lose value. Representatives are employed by and registered through CFS
(Member FINRA / SIPC).
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