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Wealth Management

Crafting Your Financial Future with First Service

Embarking on a financial journey can often feel like navigating uncharted waters. That's where First Service Wealth Management, powered by CUSO Financial Services, Inc.,1 comes into play. Our team is equipped to guide you every step of the way, ensuring your journey aligns with your life's aspirations.
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Our Suite of Financial Services

Why Choose First Service Wealth Management?

Our commitment goes beyond just investment advice.

  • Customized Wealth Strategies

    Benefit from strategies uniquely tailored for your financial goals.

  • Expert Portfolio Management

    Trust your assets with seasoned professionals.

  • In-Depth Portfolio Reporting

    Stay updated with detailed insights.

  • Online Investment Portfolio Data

    Real-time access, anytime, anywhere.

Meet Our Wealth Management Professionals

Check the background of this firm on FINRA's BrokerCheck.

  • Michael Alexander, CLU ChFC

    Financial Advisor / CUSO Financial Services, LP
    Mike has been helping families reach their financial goals for over 30 years. He is a designated Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). 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 the University of Oklahoma. Mike is registered to sell securities, such as mutual funds, stocks, bonds, ETFs, UITs; and Life, Disability and Long Term Care Insurance products.

    Available by appointment at these branches:
    • Northwest
    • Spring Cypress
    • The Woodlands
    • Bastrop
    • Galleria
    • South Texas Project (Restricted Access)

  • Rafael Balderrábano, CRPC

    Financial Advisor and Insurance Agent / CUSO Financial Services, LP
    Rafael has worked in the financial services industry since moving to Houston in 2007. His career extends over 30 years and has included management positions in areas such as wholesale, non-profits and government. As a Financial Advisor, he focuses on each client’s unique goals and circumstances, and provides the resources needed to make informed decisions. Rafael earned his bachelor’s degree from the Monterrey Institute of Technology, holds his series 6, 7, 63, and 65 registrations, and is fluent in Spanish.

    Available by appointment at these branches:
    • Katy
    • Gulf Freeway
    • Eldridge
    • Tunnel System
    • Park Ten
    • Atascocita
    • Sugar Land
    • Woodcreek

Embark on Your Financial Voyage

Ready to navigate towards your financial aspirations? Schedule a consultation with our First Service Wealth Management financial advisor, in partnership with CUSO Financial Services, Inc.1 Simply call, email, or fill out the form below.

Check the background of this firm on FINRA's BrokerCheck.

713-676-4356
WealthManagement@FSCU.com

Wealth Management Inquiry Form

[1]

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.