Atlantic Financial Services, professional financial services program located at Atlantic Federal Credit Union, is committed to helping you do better in your financial planning. Do you have a vision for your finances for the next 5, 10, 15 or 20 years? Atlantic Financial Services can help you organize and set a strategy for your future.
The Atlantic Financial Services program is offered through CUNA Brokerage Services Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Common questions for many clients include:
- Will I have enough income in retirement?
- How long will my retirement savings last?
- Is my money invested properly?
- How will my income and investments be affected by taxes?2
Work with someone you trust. Atlantic Financial Services offers a wide variety of investment and insurance products.
Please give us a call or email* Marcy Giles for a no-cost, no-obligation consultation about:
- Investment planning
- Retirement planning
- Insurance planning
- Education funding
- Business planning
- Mutual funds
- Check the background of Heather Levasseur or Ryan Dee on FINRA's BrokerCheck
Meet Our Team
(207) 373-5132Email Heather
(207) 571-3551Email Ryan
Financial Services Coordinator
(207) 373-5106Email Marcy
*Electronic mail is not secure, and confidential or personal information should not be communicated in this manner.
Atlantic Financial Services, LLC is a credit union service organization wholly owned by Atlantic Federal Credit Union (AFCU). Atlantic Financial Services, LLC is a separate entity from AFCU, and business conducted with Atlantic Financial Services, LLC is separate and distinct from any business conducted with AFCU. Atlantic Financial Services, LLC offers financial investment and retirement planning products through CUNA Mutual Group. Financial investment and retirement planning products offered through Atlantic Financial Services, LLC are not AFCU products, and are not NCUA or federally insured. These products are not obligations of AFCU; are not endorsed, recommended, or guaranteed by AFCU or any government agency; and are subject to investment risks including, without limitation, the possible loss of principal.
1Atlantic Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
2Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.