American Eagle Investment Services

Pursue wealth with financial strategies that suit your investing style.

Whatever your investment style, we strive to design plans to achieve your goals.

Create a sound plan for your financial future with product and services available through our alliance with LPL Financial.

Access various products and services through our alliance with LPL Financial

Take a comprehensive approach to your portfolio

Monitor your strategy and respond to changing lifestyles and market fluctuations

Receive a complimentary financial consultation from our investment professionals

We make it easier to create a clear investment strategy

Meet our financial professionals.

Experienced guidance to help you choose the appropriate investment mix

among mutual funds, annuities and IRAs.

Personalized plans

based on your asset value, investment style, and long-range objectives.

Prepare for your golden years

Retirement Planning

Some hard-working people can't wait to retire so they can relax with a stack full of good books. Others envision active lifestyles that include extensive travel or opening a small business of their own.

Our LPL Investment Advisor Representatives can help you prepare for your golden years. They can help:

  • Explore savings options
  • Discuss tax advantages of each savings option
  • Determine how savings options fit in with your employer-provided retirement plans

Schedule an appointment today to discuss your plans.

Work toward a sound financial future

Financial Planning

By now, you may have several savings and investment accounts. That's a good start, but it takes more than that to build a lasting financial future. Our LPL Investment Advisor Representatives have the experience and financial tools to help you create a comprehensive plan to pursue your goals. Among the topics they can discuss are:

  • Estate planning strategies
  • Income and expenses
  • Assets and liabilities
  • Stocks and stock options
  • Tax planning strategies
Get expert guidance and insights

Asset Management

Reap the benefits of first-rate research, performance and client service. Creating the investment strategy is easier with the help of our financial professionals. We'll explain your investment options and help you determine the right mix among IRAs, mutual funds and annuities. Our LPL Investment Advisor Representatives can tailor a personalized plan that factors in your asset value, investment style and long-range objectives. They can help:

  • Identify your financial needs and objectives
  • Set your short-term and long-term goals
  • Determine a plan to help reduce taxes
  • Understand the benefits of asset allocation
  • Develop a financial plan designed to work toward meeting your goals
  • Position your assets to work toward protecting your estate at death
  • Monitor your strategy and respond to changing lifestyles and market fluctuations

Start planning for your financial future today with American Eagle Financial Credit Union. We serve members in Connecticut and Hampden County, Massachusetts.

We're invested in your future

Thank you for your kindness and consideration! It’s the reason I always choose to bank with you and American Eagle. These two accounts are very important to our family, and your understanding means so much to us.
Karl W.

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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. American Eagle Financial Credit Union and American Eagle Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using American Eagle Investment Services, and may be employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of American Eagle Financial Credit Union or American Eagle Investment 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

American Eagle Financial 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 conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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