When it comes to your financial goals, Think First®! Our wealth advisors will assist you in creating your personalized financial plan at no cost to you. You can explore all of your investment and savings options to find the right ones for YOU.
The First Community Wealth Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Learn more about how our wealth advisors can help you.
Our experienced team of investment professionals can help you with a variety of options, including:
Access Your CUNA Investments Access Online Banking
- Retirement Planning
- Asset Allocation
- Mutual Funds
- College Funding such as 529 Plans
- Stocks, Bonds, Trusts
- Life, Disability, Long-term Care Insurance and more!
Whether planning for the future or protecting your assets - Act Now!
Contact us at 281.856.5644 to schedule a no-cost, no obligation appointment with an advisor today.
Sergio and Erin are available at the following locations:
- Cinco Ranch
- Spring Branch
- Sugar Land
Brian is available at the following locations:
Check the background of these investment professionals on FINRA's BrokerCheck.
CERTIFIED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.
The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.
*First Community Wealth Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc.(CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2783353.1-1019-1121