Investment Services

A Financially Sound Future

We're Here to Help

No matter your stage of life, Investment Services at CCFCU sets you on the path to secure a brighter and more financially sound future.  Even as your needs change, our Financial Professional is here to help you develop a personalized strategy.  The Financial Professional will lead you in determining:

  • Investment goals and objectives
  • Time horizon
  • Cash flow needs
  • Financial resources

The Complex Community Investment Services 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.  For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.  In cooperation with CUNA Brokerage Services, Inc., we can deliver to you a comprehensive range of financial products and services designed to meet your needs.  As your needs change, we will be there to provide sound guidance.

Contact Sergio Garza at (409)941-8696 or contact customer support at (800)369-2862.

Financial Industry Regulatory Authority – FINRA website:  www.finra.org
Securities Investor Protection Corporation – SIPC website: www.sipc.org

The Complex Community Investment Services 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.  In cooperation with CUNA Brokerage Services, Inc., we can deliver to you a comprehensive range of financial products and services designed to meet your needs.  As your needs change, we will be there to provide sound guidance.