Investment & Insurance Solutions
With Us, It’s Personal
Since 1989, Apple Financial Services LLC, a wholly-owned subsidiary of Apple Federal Credit Union, continues to provide professional insurance, investment, and retirement services to Apple members.
Helping you plan for life and the ups and downs that go with it, our experienced experts get to know you and your unique circumstances, so we can come up with a plan that meets your goals and one that you feel comfortable with.
Your Privacy is Important to Us
The information you share helps shape the advice your Financial Advisor can offer and the strategy you’ll build together. We take your privacy seriously because we understand that your financial position is personal, private and important to you. All information you share is kept strictly confidential, stored and transmitted securely, and treated with respect.
We do not disclose any non-public information about our clients or former clients to anyone, except as instructed to do so by such clients or as required by law. We restrict access to non-public information to those professionals necessary to provide investment, insurance and tax services and we maintain physical, electronic, and procedural safeguards to protect non-public information.
*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.
Representatives are registered through CFS. Apple FCU has contracted with CFS to
make non-deposit investment products and services available to credit union members.
Apple Financial Services LLC is a subsidiary of Apple FCU and is not directly affiliated
with CFS. Tax preparation services are not affiliated with CFS. CFS and its Representatives
do not provide tax advice. A qualified professional should be consulted for specific
individual tax or legal guidance. †CRPC® is a registered service mark of the College of Financial Planning®.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.