Investment Services

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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 objectivesInvestment Services logo-01
  • 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

*Professionals with Complex Community Investment Services are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, 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-2287374.1-1018-1120