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.
4600 Ross Avenue, Texas 75204
Securities licensed in Texas and serving members at the Ross Avenue, High Five mini-branch, and Irving/Las Colinas branch offices
(214) 818-3260 | conrad.bautista@cusonet.com

Thomas A. Bowdish, CFP®
Financial Consultant
CUSO Financial Services, L.P.
601 North Plano Road, Richardson, Texas 75081
Securities licensed in Texas and serving members at The Colony, Plano, and Richardson branch offices
(214) 818-3262 | tom.bowdish@cusonet.com

Felicia Erwin-Sanders
Financial Consultant
CUSO Financial Services, L.P.
3701 South Walton Walker, Dallas, Texas 75236
Securities licensed in Texas and serving members at the Mountain View, Lewisville and Rockwall
branch offices
(214) 818-3263 | felicia.erwin-sanders@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 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.

*Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor, are  not NCUA/NCUSIF insured, are not obligations of Credit Union of Texas, are not Credit Union guaranteed, and may lose value. Investment Representatives are employed by and registered through CFS (Member FINRA/SIPC).