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Investments

As part of our overall dedication to your financial success, First Service Credit Union is proud to provide professional investment strategies available through CUSO Financial Services, L.P. (CFS).

Investment Services

You benefit from having the type of long-term, one-on-one relationship that helps you make the best investment decisions for your goals and your current situation. Our CFS* representatives are uniquely qualified to provide you with exceptionally sound financial advice.

CUSO Financial Services,L.P. is a FINRA registered broker-dealer. A broker dealer supervises all investment and insurance sales and services conducted by all of the FSCU Investments personnel, who are registered through CFS. Thus, every activity our representatives have with you will be closely monitored by CFS. All purchases are offered and made through CFS.


Products and Services:

  • 401K Rollovers
  • Retirement Planning
  • General Investments
  • Insurance Planning

  • Mutual Funds
  • Annuities
  • Equities
  • Bonds


Mike Alexander

Mike Alexander CLU®, ChFC®, CASL®

Rafael Balderrabano

Rafael Balderrabano
Investment Advisor and Insurance Agent

Financial Advisor
CUSO Financial services, L.P.
Branches:
– Northwest
– Spring Cypress
– Woodlands
– South Texas Project*

* Restricted Access

Financial Advisor
CUSO Financial services, L.P.
Hablo Español
Branches:
– Brookshire**
– Tunnel Systems
– Gulf Freeway
– Katy

** These branches are by appointment only

 


For more information or to schedule an appointment, call (713) 676-4356 or e-mail investments@FSCU.com

 

*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.