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Products & Services

Our vision at AAACU is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience.

The partnership you have with AAACU extends to AAACU Investments and Insurance Service Center, through our broker dealer CUSO Financial Services, LP.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just get a second opinion, we’re here to help.

Our CFS Financial Advisor Kevin L. Friddle can provide you individualized service, and is here to work directly with members like you.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Strategies
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments†
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance
Photo of CFS Financial Advisor Kevin L. Friddle

To get started designing your strategy, contact us today to schedule a free, no-obligation appointment:

BrokerCheck - check the background of this investment professional

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Alpena Alcona Area Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Federally insured by NCUA.