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
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 S. Aderman, CFP®
Abenaki Retirement & Investment Services
3 Union Park Road
Topsham, ME 04086
Phone: (207) 373-5124
*Electronic mail is not secure, and confidential or personal information should not be communicated in this manner.
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)
- Financial Planning Association
- People Plus Board of Director
- Mid Coast/Parkview Health Development Committee
Check the background of this investment professional on FINRA’s BrokerCheck.