Investment Services

Let us help you plan for the future. Our experienced team of Financial Consultants are available to assist you in determining your short or long-term investment needs. Whether your financial objectives involve saving for your first home, a college education for your kids, or building a nest egg for a comfortable retirement, Credit Union of Texas Investment Services, available through CFS*, can help. 

Whether you wish to determine how much you'll need to save for a comfortable retirement or are seeking  sound investment advice, CUofTX's Financial Planning Center is your resource. Learn more through our  online modules and schedule a no-cost, no obligation appointment with one of our Financial Consultants.

Click here to visit our Financial Planning Center 

A CFS Financial Consultant at Credit Union of Texas is available at your branch to guide you through a diversity of investment choices. So, call or visit your branch office today to arrange an appointment with your Financial Consultant:

Conrad Bautista
Financial Consultant
CUSO Financial Services, L.P.
601 North Plano Road, Richardson, Texas 75081 
Securities licensed in Texas and serving members at the High Five-Dallas, Richardson, Rockwall (North) and Ross Avenue branch offices
(214) 818-3260 | conrad.bautista@cusonet.com

Eric Shanks
Financial Consultant
CUSO Financial Services, L.P.
2525 MacArthur Blvd., Lewisville, Texas 75067 
Securities licensed in Texas and serving members at the Irving/Las Colinas, Lewisville, Mountain View, Plano and The Colony branch offices
(214) 818-3263 | eric.shanks@cusonet.com

Marcus Stell
Financial Consultant
CUSO Financial Services, L.P.
1020 Gross Road, Mesquite, TX 75149
Securities licensed in Texas and serving members at the DeSoto, Rockwall (South) and Mesquite branch offices
(214) 818-3261 | marcus.stell@cusonet.com

If you've already met with a CFS Financial Consultant, you may review the portfolio you've designed together.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. Credit Union of Texas has contracted with CFS to make non-deposit investment products and services available to credit union members.