Regardless of income level, the financial professionals at Atlantic Financial Services will help you start tomorrow, today.
Your no cost, no obligation assistance is available here at the Credit Union. Atlantic Financial Services is ready with help you achieve the financial freedom you need in order to live the life you want. Whether it is retirement planning or building financial security, by creating a savings and investment plan, talk with Atlantic Financial Services today.
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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
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 who is focused on your unique goals. Atlantic Financial Services offers a wide variety of investment and insurance products suitable for many situations.
Please contact us for a no-cost, no-obligation consultation about:
- Investment planning
- Retirement planning
- Insurance planning
- Education funding
- Business planning
- Mutual funds
Explore your options for investments, insurance, and retirement. Visit Investor Connection to see what Atlantic Financial Services can do for you.
Check the background of Heather Levasseur on FINRA's BrokerCheck.
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Financial Services Coordinator
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 Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.
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.