The Armco Financial Advisors program is offered through LPL Financial. For more information, please visit LPL Financial.
- Investment Planning
- Mutual Funds
- Tax Deferred Annuities
- Brokerage Services
- Life Insurance
- College Education
- Retirement Planning
Armco Financial Advisors, located at Armco Credit Union, helps members organize their investment and insurance needs while planning for the future.
Upcoming Seminars
Understanding Medicare | Time & Location TBA
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. If you are retired or nearing retirement, you have probably considered the role Medicare will play in your future. Join us for an informational seminar that can help answer your questions.
Charles Headley and Joseph Motisi are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Armco Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Armco Financial Advisors and may also be employees of Armco Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Armco Credit Union or Armco Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Some products discussed in this seminar are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes. Many variable annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com, or call 888.888.3940. This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial professional.
Three Transitions to Retirement | Time & Location TBA
Are you ready to retire?
You might be prepared for the financial transition, but you'll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life.
Securities and advisory services are offered through LPL Financial (LL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Armco Credit Union and Armco Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Armco Financial Advisors and may also be employees of Armco Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Armco Credit Union or Armco Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risk including possible loss of principal.
Let’s talk about your financial goals—on your terms. Schedule a complimentary, no cost, no-obligation session with one of our friendly financial advisors and explore your options with confidence.
Charles E Headley CRPC®
 (724) 284-2020 Ext. 1022 CA Ins. License #: 0F0199 | Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation. Professional Services
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Joseph Motisi, CRPC™
(724) 284-2020 Ext. 1023 CA Ins. License #: 4190700 | Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation. Professional Services
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Charles E. Headley CRPC®, Vice President Wealth Management
Located at | |
Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation. Professional Services
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Joseph Motisi, CRPC™, Financial Advisor
Located at | |
Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation. Professional Services
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Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Securities and advisory services are offered through LPL Financial (LPL), registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Armco Credit Union (ACU) and MEMBERS Financial services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Armco Financial Advisors, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of ACU or Armco Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency /Not Credit Union Guaranteed/ Not Credit Union Deposits or Obligations/ May Lose Value
Not Insured by NCUA or
Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
