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:
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!
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 Hela Anton, our Investment Advisor through CUSO Financial Services, LP¹. Hela is a registered broker-dealer, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
“As a financial consultant, I want to partner with you to create a plan for not only now, but throughout your lifetime. Turning your financial concerns into financial confidence by helping you take the guess out of invest.”
Schedule a no-obligation phone appointment with Hela and gain valuable information on financial planning topics that include:
Hela (Ella) Anton, CFS Financial Advisor
CUSO Financial Services, LP
At Texas Bay Credit Union
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.
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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.