Investments and More

The Member Investment Center at Allegis Credit Union!

Allegis Credit Union is proud to offer our members investment services through INVEST Financial Corporation.  There is a representative for each Allegis office who is available to meet with you by appointment for a FREE review of your investment portfolio to help you with your:

  • Financial Planning & Retirement Savings Plans
  • Brokerage Services
  • Life Insurance
  • 3rd Party Money Management Needs
  • Social Security Tax Review
  • Education Savings Plans
  • Annuity Purchases
  • Stock, Bond, and Mutual Fund Purchases

Retiring?  Changing Jobs?  Learn how you can minimize taxes on your lump sum retirement plan distribution.  Talk to one of our financial planners and find the answers to your retirement questions:

  • Should you pay taxes now or roll your funds into an IRA?
  • What other options are available?
  • How should you invest your funds?
  • What about the 20% withholding?

Click here to go directly to their website.  To schedule your FREE investment review, call 1-800-336-4896.  You may also call Allegis CU directly at 1-800-797-3281.

Dan Byrens Pat Gilbert Neal Rohrs
Dan Byrens Pat Gilbert Neal Rohrs

Kalamazoo Office
Available on Wednesdays or by appointment

Coldwater Office
Available on Tuesdays or by appointment

Paw Paw Office
Available on Wednesdays or by appointment

Email Dan Email Pat Email Neal

Invest Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer and federally registered investment advisor is not affiliated with Allegis Credit Union. Securities, advisory services, and certain insurance products are offered through INVEST and affiliated insurance agencies.
*Are not NCUA Insured *are not guaranteed by a credit union * may lose value.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transaction in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy