Investment & Insurance Services Available through CFS*

Check the background of this firm on FINRA's BrokerCheck.

Our vision at Alabama Teachers Credit Union is to provide our members with superior financial solutions, comprehensive products, and an unparalleled service experience. The partnership you have with Alabama Teachers Credit Union extends to Alabama Teachers Credit Union Financial Services, through our broker dealer CUSO Financial Services, LP.

Whether you're looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan, or just want to get a second opinion, we're here to help.

Our CFS* Financial Advisor, J.D. Holt, can provide you with individualized service and is available to work directly with members like you. 

Services include:

  • Reviewing your current financial plan
  • Retirement planning
  • IRA, 401(k), 403(b), 457 plans, and TSP rollovers
  • Tax efficient investments†
  • Retirement income strategies
  • Education funding
  • Life and long-term care insurance

Check the background of this investment professional on FINRA's BrokerCheck.

  • Licensed to conduct securities business in Alabama, Florida, Georgia, Mississippi, & Texas
  • Life and health insurance licensed in Alabama & Georgia

Contact Us

To get started designing your plan, contact us today to schedule a free, no-obligation appointment. Contact J.D. Holt at:

jd holt
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Make An Appointment

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

†For specific tax advice, please consult a qualified tax professional.