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.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.

We offer a range of investment services to help you.

Retirement Planning

Your retirement is in reach with options including 401(k) rollovers, IRAs, and pensions.

Education Planning

Start saving for your child's education, today, with 529 accounts and other solutions.

Inheritance Planning

Plan for you and your family's future with life insurance.

Investment Planning

Manage your investments with mutual funds, annuities, and stocks and bonds.

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 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.​

Available by appointment at these branches:

  • Katy
  • Gulf Freeway
  • Brookshire
  • Park Ten
  • Atascocita
  • Sugar Land

Have Questions?

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.

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