Alliance Credit Union
800.232.8669 Routing Number : 321176804
800.232.8669   Routing Number : 321176804

Investment Services

The investment services team at Alliance Credit Union can help you look at your entire financial picture, helping to connect the dots and bring clarity to your goals and options.

Alliance Credit Union partners with the investment advisors of CUSO Financial Services L.P. to bring you investment resources and world-class asset management. Contact an investment advisor for a free financial consultation to help you create and manage your wealth.

Jumpstart your financial future! Just tell us what’s important and we’ll help you get there.

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Our investment advisors can help you with:

  • Retirement planning and retirement plan rollovers
  • 401(k) investment consultation
  • Estate planning
  • Mutual funds
  • Brokerage services
  • Insurance
  • College education planning
  • Individual retirement accounts (IRA)

As an Alliance member, your access to our Investment Advisors’ knowledge is on the house. You don’t pay for their time or advice. So, what are you waiting for? Make an appointment today!

Quang T. Phan, CFP®
California

Joshua Rhem,
CRPC
®
North Carolina

Curtner
Mondays
Wednesdays
Fridays
Racine
Mondays
Fridays
Blossom Valley
Tuesdays
Glen Meade
Wednesdays
Thursdays
Sunnyvale
Thursdays
GE
Tuesdays
Saturdays by appointment
Saturdays by appointment
QPhan@AllianceCU.org 408.979.2478
JRhem@AllianceCU.org
910.793.2232







Advisors are securities licensed in CA, NC, SC, TX, VA and WV.

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