Members Financial Services

The MEMBERS Financial Services Program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information, please visit LPL Financial

  • Investment Planning
  • Mutual Funds
  • Tax Deferred Annuities
  • Brokerage Services
  • Life Insurance
  • College Education
  • Retirement Planning

MEMBERS Financial Services is a financial management service available at Armco Credit Union. It helps members organize their investment and insurance needs and plan for the future. Its major objective is to show members how to use their financial potential to work toward their future goals.

Upcoming Seminars

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Understanding Medicare | Oct. 28, 2025 - 6 PM

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.

Speaker
Travis P. Stanley, BFA, NSSA, RICP, CSS
Regional Vice President
TruStage


Location:
BC3 Main Campus
Public Safety Building, Room 202
107 College Dr., Butler, PA 16002

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 MEMBERS Financial Services 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 MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.

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.

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Social Security and Your Retirement | TBA

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation seminar that will answer your Social Security questions and discuss routes you can take to help get the most out of your benefits. Find out how to set a clear direction on your road to retirement.

Speaker
Travis P. Stanley, BFA, NSSA, RICP, CSS
Regional Vice President
TruStage

The financial professionals of MEMBERS Financial Services are a registered representative 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 and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services 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 and MEMBERS Financial Services Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities and Travis P. Stanley are not affiliated with LPL Financial. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.

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Three Transitions to Retirement | 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.

Speaker
Travis P. Stanley, BFA, NSSA, RICP, CSS
Regional Vice President
TruStage

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 MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services 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 MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay 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.

TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities and Travis P. Stanley are not afiliated with LPL Financial. TruStage™ Annuities are issued by CMG Life Insurance Company (CMG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc, member FINA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. CMGA-4751565.2-0923-0624@ TruStage

MEMBERS Financial Services at Armco Credit Union The MEMBERS Financial Services Program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information, please visit LPL FinancialLet’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®

MEMBERS Financial Services at Armco Credit Union The MEMBERS Financial Services Program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information, please visit LPL Financial
(724) 284-2020 Ext. 1022

Armco Credit Union

101 Hollywood Dr
Butler, PA 16001
Get Directions
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:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner

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

  • 401(k) Planning
  • Wealth Preservation
  • Wealth Management
  • Investment Management
  • Tax-advantaged Investment Planning
  • Education Funding
  • Retirement Planning
  • Life Insurance Planning
  • Long Term Care Insurance

    Joseph Motisi

    MEMBERS Financial Services at Armco Credit Union The MEMBERS Financial Services Program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information, please visit LPL Financial

    (724) 284-2020 Ext. 1023


    Armco Credit Union

    101 Hollywood Dr
    Butler, PA 16001
    Get Directions
    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:

    1. Wealth accumulation during your working years
    2. Security and independence in your retirement
    3. The transfer of assets in the most advantageous manner

    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

    • 401(k) Planning
    • Wealth Preservation
    • Wealth Management
    • Investment Management
    • Tax-advantaged Investment Planning
    • Education Funding
    • Retirement Planning
    • Life Insurance Planning
    • Long Term Care Insurance

      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 MEMBERS Financial Services, 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 MEMBERS Financial Services. 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

      TruStage is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities and Travis P. Stanley are not affiliated with LPL Financial.  TruStage Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.

      PHYSICAL ADDRESS

      MEMBERS Financial Services at Armco Credit Union The MEMBERS Financial Services Program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information, please visit LPL Financial
      101 Hollywood Dr.
      Butler, PA 16001

      MAILING ADDRESS

      PO Box 1589,
      Butler PA 16003-1589
      MEMBERS Financial Services at Armco Credit Union The MEMBERS Financial Services Program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information, please visit LPL Financial

      PHYSICAL ADDRESS

      101 Hollywood Dr.
      Butler, PA 16001

      MAILING ADDRESS

      PO Box 1589,
      Butler PA 16003-1589

      Federally Insured by NCUA
      Routing Number: 243379925

      © 2025 Armco Credit Union. All rights reserved.