Achieva Wealth Advisors

Count on our Achieva Wealth Advisors to help build or manage your financial assets.

We pay attention to your needs and goals to guide you in the right direction. Services include:

Wealth management
CD alternatives and investments
Retirement planning
Legacy planning
Small business benefits planning
Consultation for events like marriage or the loss of a loved one

To schedule an appointment with one of our wealth advisors, call 727.431.7692, 941.907.4092 or email [email protected]

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in California 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.

Joining Achieva is hassle-free, and you can apply in minutes.

To become a member, you must be:

related to a current Achieva member*, or
an individual who lives or works in our 15-county area of membership, or
a company or association that is based in our area of membership.

County service area: Charlotte, Collier, DeSoto, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Lee, Manatee, Monroe, Pasco, Pinellas, Sarasota

You can still qualify for a membership with Achieva Credit Union when you make minimum contribution to the Achieva foundation. Membership through the Achieva Foundation does not change the residency restrictions on Achieva Credit Union loan applicants.

Achieva Foundation: We give back to the community through our events that support the Achieva Foundation, which distribute classroom grants to local schools.

Ready to make your move? We’ll help get you home.

Is the property you are planning on financing in the state of Florida or Tennessee?

We're sorry, we only finance properties located within the State of Florida or Tennessee.

Open a Consumer 12 month CD get 4.10% APY

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Achieva Wealth Advisors

Count on our Achieva Wealth Advisors to help build or manage your financial assets.