Investments & Retirement

When it comes to planning for your future and dealing with everything from estate planning to investment analysis, it helps to have someone who's experienced and knowledgable to assist you along the way.

At ABNB, our Investment Services department works closely with our members to provide them with investment strategies that best match their unique situations.  

Our investment services include:

  • Retirement and income planning
  • Investment analysis and portfolio allocation
  • Tax reduction strategies*
  • Wealth transfer and estate planning strategies

Through our broker-dealer, CUSO Financial Services, LP, we offer a broad range of investment products* to help you implement your plans, including:

  • Mutual funds
  • Fixed, Equity-indexed, and Variable annuities
  • Tradition and Roth IRA's
  • 529 plans (college savings plans)
  • Life and Long Term Care Insurance
  • Individual stocks and bonds

Visit ABNBFinancial.org for more information about services →

Schedule an appointment with ABNB Financial →

 

*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. ABNB Federal 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.

Neal Davis, Senior Investment Advisor

Neal has been assisting clients in managing their money for over two decades. He believes in “applying common sense and plain English to the world of investing”. Neal specializes in retirement and income planning, but also helps members with college planning, life insurance, and tax reduction strategies. He knows that since every family’s financial situation is different, every investment plan should be tailored to fit their unique needs, especially in today’s ever-changing economy.

In order to be able to offer a wide range of investment products, Neal holds series 7, 63 & 65 securities licenses, as well as Virginia life, health, and variable contracts licenses.  He also has state securities registrations in CO, FL, GA, HI, KY, MD, MI, NH, NY, NC, OH, OR, PA, VA, WA

Neal earned a B.A. from Hampden Sydney College and a M.S. in Accounting & Taxation from Old Dominion University.

 

David Robinson, Investment Representative

David’s goal is “to help members plan today so they can live comfortably tomorrow”, and he’s been doing just that for over 20 years.  By taking a look at the big picture and educating members on different investment strategies, he’s able to assist in planning for retirement or college, evaluating their life insurance needs, and diversifying their investments.

In order to help members reach their financial goals, David holds series 6 & 63 securities licenses, as well as Virginia life, health, and variable contracts licenses.  He also has state securities registrations in CA,CO, DE, FL, IL, IN, LA, NY, NC, OK, RI, VA

David earned a B.S. in Business Administration from Seton Hall University.

 

 

 

 

Schedule an appointment with an
ABNB Financial Representative today! →

 

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To schedule an appointment with an ABNB Financial Representative, please complete the form below or call Susan Newman at (757) 523-5389.

Phone

Local:
(757) 523-5300
Out-of-Town:
(800) 443-1141
Member Service
Center Hours:
8 AM - 7 PM Monday - Friday 9 AM - 1 PM on Saturdays

 

 

Your savings are federally insured up to $250,000 by The National Credit Union Administration (NCUA), a U.S. Government agency. Non-dividend bearing transaction accounts have unlimited coverage, e.g. checking accounts that do not earn interest. ABNB FCU is an equal housing lender. Some links on our website are external and are not operated by the credit union. Please be aware that ABNB is not responsible for the content of the alternate websites and privacy and security may differ from those on ABNB’s website.

ABNB Federal Credit Union’s Routing Number is 251481627. Please contact us with any questions. © Copyright 2010 - ABNB Federal Credit Union. 830 Greenbrier Circle, Chesapeake, VA 23320. All Rights Reserved.

Disclosures | ABNB Staff | BOD