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Investment Planning

Creating Your Personalized Financial Blueprint

With our experienced financial professionals powered by CUSO Financial Services, Inc.,1 navigate the complex world of investments. We're here to help you create a sound strategy—one that's ready for life's valleys, peaks, and every moment in between. Your financial future shouldn't be left to fate. Let's shape it together.
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How We Can Assist

Whether you're just starting or looking to optimize your portfolio, our resources can provide the guidance you need.

Annuities

Imagine a financial instrument tailored for long-term rewards, especially retirement. Annuities can promise steady income, becoming an increasingly popular alternative to pension plans.

Mutual Funds

Harness the power of diverse portfolios, designed to grow and adapt. Our advisors can sculpt a strategy tailored for both novice and seasoned investors. Note: Mutual funds come with specific fees and charges. Consult with our financial professionals to understand them thoroughly.

Bonds

Bonds, the quintessential fixed-income security, promise predictable returns. You'll know precisely what to expect, ensuring stability in an ever-changing financial landscape.

Stocks

Delve into the heart of public markets, both domestic and international. Our team is here to guide your decisions and uncover lucrative opportunities.

Why Choose First Service Wealth Management?

Our commitment goes beyond just investment advice. Partner with us and experience:

  • 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.

Secure Your Financial Future

To schedule a consultation with a First Service Wealth Management financial advisor, in partnership with CUSO Financial Services, Inc.,1 call, email, or complete the inquiry form below.

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

713-676-4356
[email protected]

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.