Investment Planning

At Credit Union of Atlanta, we always take a personalized approach when it comes to our wealth management services. We stick by a 4-step process to provide you with the thorough evaluation and consideration you deserve. Learn more about our process here.

As a not-for-profit, we exist for you. So if you have financial goals, making them happen is our main focus. No matter if you're a first-time investor or a seasoned veteran just looking for a second opinion, our dedication is the exact same.

We make sure that everything is clearly discussed, keeping your questions and concerns as top priority. We don't talk over your head at Credit Union of Atlanta—we talk to you. That's because we're here for you first and foremost.

Our Investment Planning services include:

  • Asset Allocation Reviews
  • Risk Evaluation
  • Open Architecture Product Placement
  • Consistent Monitoring/Review

FOR MORE INFORMATION, Contact Lewis Peeples or Malik Lee at 404-658-6465 Ext. 124.

Or Visit our CUA Retirement & Investment Services office located at 670 Metropolitan Parkway, Atlanta GA 30310.

Tax and legal services offered in conjunction with qualified professionals. Securities America and CUA Retirement & Investment Services advisors do not offer tax or legal services.

Securities offered through Securities America, Inc., Member FINRA/SIPC, Malik Lee and Lewis Peeples, Registered Representatives. Financial Planning and Advisory Services offered through Securities America Advisors, Inc., Malik Lee, Financial Planner. CUA Retirement & Investment Services and the Securities America companies are separate entities.

NOT FDIC or NCUA Insured. Not Bank or Credit Union Guaranteed. May Lose Value.