Wealth Management Services
First Service Wealth Management financial professionals can help you create a plan designed to grow your money and help 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 team will guide you through the process and design wealth management strategies to meet you where you are in life.111
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We offer a range of financial services to help you.
Benefits of Working with First Service Wealth Management
Our team can develop financial strategies to help improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:
Professionally Assisted Securities
Access to Professional Portfolio Management
Comprehensive Portfolio Reporting
Online Access to Investment Portfolio Data
Our Wealth Management Professionals
Mike Alexander, CLU, ChFC
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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 University of Oklahoma. Mike is registered to sell securities.
Available by appointment at these branches:
- Northwest
- Spring Cypress
- The Woodlands
- Bastrop
- Galleria
- South Texas Project (Restricted Access)
Rafael Balderrábano, CRPC
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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. He is a designated Chartered Retirement Planning Counselor (CRPC). Rafael earned his bachelor’s degree from the Monterrey Institute of Technology and is registered to sell securities.
Available by appointment at these branches:
- Katy
- Gulf Freeway
- Eldridge
- Tunnel System
- Park Ten
- Atascocita
- Sugar Land
- Woodcreek
Schedule an Appointment
To make an appointment with one of our financial professionals, give us a call at 713-676-4356 or fill out the form below.