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.
You work incredibly hard in order to enjoy a nice retirement — how about a little help along the way? We work closely with you to match your ideas for a perfect retirement with strategies that can make them happen.
As with all of our custom plans, we make sure that everything is clearly discussed — keeping your questions and concerns as top priority. And 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 Retirement Planning services include the following:
- Investment Options
- Qualified Rollovers
- Asset Positioning
- Income Planning Analysis
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.