Wealth Management

Help increase your potential

Whether you’re a beginner or experienced investor, our straightforward, objective investment advice is designed to save you time while making the most of your money. We are excited to offer assistance with your planning, or you can do self-directed trading. And once you're a client, you can easily view your accounts within Online Banking. Schedule your no cost, no obligation portfolio review today.

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Our services  €

Financial Advisors at Apple Financial Services LLC, through CFS*, can help you gain a more accurate picture of your investment potential and find the financial products to help you reach your fiscal dreams.


Retirement Services


Retirement Plan Rollovers 401(k), 403(b) and more


Investment Management


Estate Planning


Asset Protection


Life Insurance


Tax Strategies**


Retirement Income Planning

Our commitment doesn’t end when you have a plan. We’ll review your portfolio on a regular basis to make sure you’re staying on track or making the right adjustments along the way. Our Advisors will take time to get to know you so they can develop a customized investment plan that best fits your lifestyle.

Educators, we’re here to help you!

We specialize in retirement planning for the education community. We understand the complexity and uniqueness of your retirement plans and will walk you through the process to help you increase your retirement benefit and help you reach your financial goals. Our CFS* Financial Advisors are your professional resources for understanding guidelines for: 

  • Virginia Retirement Systems (VRS)
  • Educational Employees’ Supplementary Retirement System of Fairfax County (ERFC)
  • Fairfax County Employees’ Retirement System (FCERS)
  • Deferred Retirement Option Program of Fairfax County (DROP)
  • Partial Lump-sum Option Payment (PLOP)
  • Social Security Administration (SSA)
  • And more.

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More helpful resources

*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. Apple FCU has contracted with CFS to make non-deposit investment products and services available to credit union members. Apple Financial Services LLC is a subsidiary of Apple FCU and is not directly affiliated with CFS. Tax preparation services are not affiliated with CFS. CFS and its Representatives do not provide tax advice. A qualified professional should be consulted for specific individual tax or legal guidance. †CRPC® is a registered service mark of the College of Financial Planning®.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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