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 Advisor is here to help you develop a personalized strategy.  The Financial Advisor 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.  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

*Advisors 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 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-2287374.1-1018-1120