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Investment & Retirement Services

Let Us Help You to Secure Your Future – Today

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, or just a second opinion of your current plan, we are here to help.  Texas Bay Investment & Retirement Services, offered through CUSO Financial Services, LP¹, can assist with your financial needs including:

  • 401 (k) & Pension Rollovers²
  • Retirement Income Planning
  • College Savings Planning
  • Life Insurance Planning
  • Annuites
  • Stocks, Bonds, Mutual Fund
  • Managed Accounts and More

Texas Bay Investment & Retirement Services, available through CFS¹, offers you a peace of mind.  We are committed to making you comfortable with our professional guidance and strategic decisions that fits your needs.  As your financial partner, we will help you secure your future.  Contact us and schedule an appointment with our CFS¹ Financial Advisor today!

Investment Advisor

In today’s market, a professional can provide you with insight and guidance based on an understanding of your unique situation.  Texas Bay Credit Union is pleased to introduce Alicia Knape, our Investment Advisor through CUSO Financial Services, LP¹.  Alicia is a licensed professional, trained to recognize your investment needs and help you create a financial plan designed to meet your unique goals.  She has a B.S. in Finance and has worked for the credit union since 2005.

Since 2007, Alicia, has provided investment services to individuals like you.  She designs an investment plan that addresses your distinct needs, offers personalized advice, guidance and has a focused dedication to you as an investor.

Alicia goes beyond simple “investment services” to help you create a plan to help you reach what you value most both now and during your retirement.  She takes an educated approach, making sure you understand each investment or strategy and how it relates to your current financial situation and goals.

Click Here to check the background of this investment professional on FINRA’s BrokerCheck.

Alicia_Ellis_Photo_2008

 

Alicia Knape, Investment Advisor
CUSO Financial Services, LP
At Texas Bay Credit Union
(713) 852-6791
Alicia.Knape@cusonet.com

Wealth News

Get the latest information from Investment & Retirement Services available through CFS¹ by reading the Wealth News, Consumer Sense newsletter to help keep your financial life in balance.

Here are the latest issues.

Be sure to return to this page to receive the most recent issue.

Financial Calculators


401k Resized IRA Resized
College Resized Life Insurance Resized
Investment Resized Retirement Resized

Disclosures

¹Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

²Investors should consider investment objectives, risks, and charges associated with Section 529 plans prior to investing. Most 529 plans are sponsored and administered by states.  State tax benefits vary among the states, and some offer residents additional tax benefits if they invest in their own state plan.  Consult your tax adviser for more information.

CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal adviser.

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