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Investment Services

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Personal Services

We want to help you do better. But there’s only so much we, as a credit union, can do. We make available Abenaki Retirement & Investment Services to offer you a wider variety of insurance and investment products. A dedicated career professional, carefully selected and trained to serve Atlantic members, will help you reach financial goals and provide information on the following products and services:

  • Insurance planning
  • Retirement planning
  • Investment planning
  • Education funding
  • Business planning
  • Mutual funds
  • Stocks/bonds

Business Services

Our investment partner Abenaki Retirement & Investment Services works closely with local businesses to create custom financial plans, tailored to specific business goals. Abenaki will create a plan that meets your business needs, while allowing you to provide valuable employee benefits, including:

  • SEP IRA and 401(k)
  • Retirement plans
  • Life insurance

As a local credit union, we want to see all mid-coast Maine businesses succeed. Please contact Carol Aderman, CFP® for a no-cost, no-obligation consultation.

Work with Someone You Trust

Carol S. Aderman is an Abenaki Retirement & Investment Services Representative serving Atlantic members.

carol-taylor

Carol S. Aderman, CFP®
Financial Advisor
Abenaki Retirement & Investment Services
3 Union Park Road
Topsham, ME 04086
Phone: (207) 373-5124
Email:* Carol.Aderman@cunamutual.com

*Electronic mail is not secure, and confidential or personal information should not be communicated in this manner.

Carol’s Background

Over the last 20 years, Carol has helped her clients reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Specifically, she may be able to help you:

  • Retire more comfortably
  • Protect your assets and your financial future
  • Fund your children or grandchildren's education 

Carol is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. She's also a licensed representative of CMFG Life Insurance Company.

  • University of Southern Maine, BA in accounting
  • New Hampshire College, MBA
  • Certified Financial Planning, College of Financial Planning (Denver)

Affiliations

  • Financial Planning Association
  • People Plus Board of Director
  • Mid Coast/Parkview Health Development Committee

Learn more about Carol Aderman and CUNA Brokerage Services, Inc.

Article: Reducing the Risk of Outliving Your Money

Check the background of this investment professional on FINRA’s BrokerCheck.

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. The  CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.

FR-1558369.1-0716-0818