Investment Services

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. 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.

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Benefits of First Service Investments

Our CFS advisors* can develop investment solutions and specialized strategies to improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:

    Trades Made by Licensed Advisors and Supervised by Registered Principles

    Access to Professional Portfolio Management

    Comprehensive Portfolio Reporting

    Online Access to Investment Portfolio Data

Our Investment Advisors

Mike Alexander, CLU®, ChFC®, CASL® ,
Financial Advisor

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:

  • Northwest
  • Spring Cypress
  • The Woodlands
  • South Texas Project  (Restricted Access)

Rafael Balderrábano ,
Financial Advisor and Insurance Agent

Hablo Español

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
  • Tunnel System
  • Park Ten
  • Atascocita
  • Sugar Land

Schedule an Appointment

To make an appointment with one of our CFS financial advisors*, give us a call at 713-676-4356 or email us at Investments@FSCU.com.

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