Business LoansAccounts Style 02Car LoansCareersCheckingCredit CardsDigital BankingAccounts Style 01Home Equity LoansInsuranceInvestingMembershipMortgagePersonal LoansRV, Boat, Motorcycle LoansSavings
Skip to main content
  • Investing

    Financial advice to help you achieve your goals. 

     

investing

VACU Investment Group offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.1 Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Set up a no-cost, no-obligation initial consultation by calling 804-560-5643.

vacu ig

Why work with a financial advisor?

You work hard for what you earn — make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

  • 1 Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. 
    Any reference to NCUA insurance relates only to deposit products provided by the credit union. 
    The initial consultation provides an overview of financial planning concepts.  You will not receive written analysis and/or recommendations. 
    VACU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC. 
    The financial institution and Ameriprise Financial, Inc. are not affiliated. 
    Ameriprise Financial cannot guarantee future financial results. 
    Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change. 
    Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses. 
    Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 
    Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. 

A comprehensive approach

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a confident financial future.

Solutions and advice aligned to you

Through VACU Investment Group, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. Your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

Products and services available through VACU Investment Group:

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • PLOP assistance for state employees
  • Retirement income strategies
  • Tax planning strategies
  • 401(k) and pension plan rollovers

Plan your financial future

VACU Investment Group financial advisors work with you to develop a plan that helps you achieve your financial potential. Any branch representative can refer you or you can call to set up a no-cost, no-obligation initial consultation.

About Ameriprise Financial

As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future. Ameriprise Financial has remained true to its vision of putting its clients' interests first for more than 125 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients2, with more than $1.2 trillion in assets under management and administration3. View the Ameriprise FINRA BrokerCheck listing.

  • 2 Company Reports.
  • 3 Company data, as of Q1 2022