A History Rooted in Legacy
As part of Allegacy Federal Credit Union, our home office is located in Winston-Salem, North Carolina with financial centers across the Piedmont Triad and Charlotte. Dating back to 1967, Allegacy was the founding credit union of Reynolds American, Inc. - a subsidiary of British American Tobacco Company.
We believe that we can serve as advocates in our community based on an aligned vision and a willingness to serve each and every one of our clients. Our team at Allegacy Investment Group is proud to serve the underserved communities while simultaneously expanding our field of membership, including employers, people who live, work, and worship in the community, and local nonprofit organizations.
A Team Backed By Experience
Our integration with our parent company, Allegacy Federal Credit Union, allows us the unique opportunity to offer our clients a vast network of financial professionals that branch out to more areas than just developing a financial plan. Additionally, a large percentage of our financial professionals are CERTIFIED FINANCIAL PLANNERS™ (CFPs®), which requires rigorous education, training and ethical standards, and a commitment to serving in our clients’ best interests today to prepare them for a more secure tomorrow.
Our team delivers a hometown feel with the sophistication that provides the confidence that you need to follow a tailored path into your financial future. But don’t just take our word for it – take a look at our services to see how you can benefit from our help!