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Learn the six easy steps to buy your first or next home with our free Home Ownership Workshop the second Saturday of every month.
Take advantage of a complimentary consultation with one of our Financial Advisors to discuss your goals and help you plan for the future.
Stop stressing and start growing your business with an SBA 7(a) loan from First Service.
First Service is here to help you with tools and tips for each step in your financial journey.
Nearly 30,000 ATMs and over 5,000 shared branches mean you have access to your money from coast to coast.
Investment Products & Services
Our Investment Advisors
Investment Savings Accounts
Planning for the future can seem daunting. Through CUSO Financial Services, L.P. (CFS)30
advisors, First Service provides easy-to-understand investment solutions for some of life’s highest goals.30 Our trusted CFS advisors can help you create a plan to grow your money and secure your financial future. As veterans in the field, they understand the complicated nuances of investing, so you don’t have to. From 401(k) rollovers to IRAs, college savings to retirement planning — our advisors will guide you through the process and design wealth management solutions to meet you where you are in life.
Check the background of this firm on FINRA's BrokerCheck.
Your retirement is in reach with options including 401(k) rollovers, IRAs, and pensions.
Start saving for your child's education, today, with 529 accounts and other solutions.
Plan for you and your family's future with life insurance.
Manage your investments with mutual funds, annuities, and stocks and bonds.
Mike has been helping families reach their financial goals for over 29 years. He is a designated Chartered Life Underwriter (CLU®), a Chartered Financial Consultant® (ChFC®), and a Chartered Advisor for Senior Living (CASL®). Nationally recognized, his focus remains on unwavering ethics, superior service, and exceptional professional knowledge for all seeking investment and insurance advice. Before becoming a Financial Advisor, Mike is proud to have served 21 years as a Naval Intelligence Officer. He received his undergraduate from Colorado State University and his M.A. from University of Oklahoma. Mike holds Series 7, 65, and 24 registrations.
Available by appointment at these branches:
Rafael has worked in the financial services industry for over 10 years. As a Financial Advisor, he focuses on each client's unique goals and circumstances in order to provide the resources needed to make informed decisions. His career extends over 20 years and has included management positions in areas such as wholesale, nonprofits, and government. Rafael earned his bachelor's degree from the Monterrey Institute of Technology, holds a Series 7 registration, and is fluent in Spanish.
To make an appointment with one of our financial advisors, give us a call at 713-676-4356 or email us at Investments@FSCU.com.
First Service Credit Union also offers a variety of savings accounts to help you invest in your future and grow your savings risk-free.
Your retirement is within reach.
Invest in your child's education.
Secure your child's future when you start saving today.
Secure your legacy.
Published June 26, 2018
 Non-Deposit Investment Products: Non-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 the possible loss of principal. Investment Representatives are registered through CFS. First Service Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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