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Member Service Center 727.431.7680 | 800.593.2274

Plan for Life

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Savings and Investments

Whether you’re an experienced investor or you’re starting from scratch, Achieva has the right options for you. Achieva offers all the products you need to build and maintain your portfolio. By creating savings and building on investments, you can face the future with confidence and financial security.

Money Market

Looking to earn higher dividends without locking up your money for a predetermined term? Achieva’s Premier Money Market Account lets you do just that.

  •   Potential for higher yield than a standard savings account
  •   Minimum balance of $2,000
  •   Ability to write up to 3 checks
  •   Unlimited withdrawals in-branch and through Online Banking

Certificate of Deposit (CDs)

When it comes to CDs, Achieva offers choices that fit your time frame and investment needs. Lock in a great rate and watch your savings grow!

  •   Terms from 6 months to 5 years
  •   Minimum balance of just $500 to open
  •   Interest can be applied to principle or deposited into an account of your choice
  •   Tiered pricing available

Retirement

It’s never too early to start planning for retirement. We can help with a variety of Individual Retirement Accounts that are available as a savings account or a Certificate of Deposit (CD).

  •   Traditional and Roth IRAs available
  •   IRA savings accounts and IRA certificates of deposit available
  •   Funds are federally insured by NCUA for up to $250,000
  •   Balances are available on consolidated bank statement

Health Savings Account (HSA)

HSAs empower you to make your own health care decisions. Achieva offers many options that allow more flexibility and control over your health care costs.

  •   HSAs are available to members with high-deductible health plans
  •   Convenient access to funds – members can access funds through their debit card, Online Banking and teller lines
  •   HSA savings account or CD available
  •   Balances carry over from year to year

Certified Financial Counselors

We’re here to help! Our Certified Financial Counselors offer assistance in seeking solutions for members by helping them with budgeting, debt management, credit building/rebuilding and more. Best of all, the service is free for members! To setup an appointment or speak with Certified Financial Counselor please call 727.431.7680 or 800.593.2274. Specialized areas:

  •   Paying off debt and managing cash flow
  •   Building/repairing credit
  •   Home budgeting and savings plans
  •   Avoiding bankruptcy and/or foreclosure

Achieva Wealth Advisors

When it comes to building and preserving your wealth, let Achieva Wealth Advisors guide you in the right direction. Achieva Wealth Advisors have the knowledge, resources and experience to help you make sound investments. With attention on your specific needs, goals and desires, Achieva Wealth Advisors will be your partner throughout the process.

Schedule an Appointment With a Wealth Advisor Today!

727.431.7692 | 941.907.4092 |wealthadvisors@achievawealth.com

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Cetera Investment Services registered office: 33715 US Highway 19 North, Palm Harbor, FL 34684 2016 Cetera Investment Services LLC 13-0903 10/16

Federally Insured by NCUA. Equal Housing Lender. ©2015 Achieva Credit Union. All Rights Reserved. | Security Statement | Privacy Policy