When it comes to your financial goals, Think First®! The First Community Wealth Advisors financial management program is a resource for our members investment and insurance needs. Advisors will assist you in creating your personalized financial roadmap through a complimentary consultation where you can explore all your investments options to find the right one for YOU.
The First Community Wealth Advisors program is offered through
CUNA Brokerage Services, Inc.* (CBSI), a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Whether you have specific financial questions or want to get serious about planning and saving, our Wealth Advisors are here to listen and understand your goals. It’s never too early to start planning for retirement, college tuition for your children or to protect your family with life insurance. Learn more about how First Community Wealth Advisors can help you.
An experienced team of investment professionals can help you with a variety of options, including:
Access Your CBSI 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!
Contact us at 281.856.5644 to schedule a complimentary consultation with an advisor today.
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-2940451.1-0220-0322