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Our Mission

What We Strive For

At Allegacy Investment Group, our philosophy is that investing may not be for everyone – but financial planning certainly is. This philosophy bleeds into our firm’s vision of doing right and ensuring only the best for the well-being of our clients. We strive to provide peace of mind, confidence, and empowerment through education and thorough financial planning. We believe that our mission also aligns with the overall mission of our parent credit union, Allegacy Federal Credit Union, as well as the core beliefs of all of our employees.

Allegacy Federal Credit Union has a singular focus of doing right, and that your financial health – your overall well-being – is a matter of balance. It’s about creating purpose and growth. We carry this belief in everything we do – from the values we cultivate in our team to the resources we offer our clients. We understand that you are facing a variety of challenges in life every day, which is why we believe working together with a financial professional can help you stay focused on what matters most.

Giving Back to Our Community

The entire Allegacy team – including those at our parent credit union – embraces the opportunity to get involved with our communities and give back in any way that we can. We believe that we can uphold our philosophy by volunteering our time and resources to those who need it most. Our team members make a point to commit to being a part of community events and organizations that are trying to make a difference in the world.

Our current philanthropic focus is dedicated to Alzheimer’s research and prevention. If you would like to learn more about the community outreach efforts that the Allegacy team is invested in, please feel free to take a look at all of our charitable endeavors.

Our Internal values are to demonstrate
the core behaviors of care, collaboration, growth, and service.

Who We Are

Who We Are

Allegacy Investment Group is a proud division of Allegacy Federal Credit Union. Our program focuses on providing value and purpose to our clients through relationship-based and holistic financial planning.

Our History

Our History

For over 25 years, Allegacy Investment Group has served as a leader in the financial services industry by providing our clients with the success of achieving their financial goals and dreams.

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