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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Office: 336.774.3400

Toll-Free: 800.782.4670

PO Box 26043

Winston Salem, NC 27114

investments@allegacy.org

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

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. Grow Financial Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 


IMPORTANT: The projections and calculations generated by this calculator regarding the likelihood of investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.

SEC Marketing Rule Referral Disclosure Form Credit Union Sept. 23-2022 CFS Referral Disclosure