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The Road to Retirement starts here at CRCU.

Your financial future is of utmost importance to us all at 
Community Resource Credit Union. 

We can help.

With over 16 years of experience, our CFS* Financial Advisor has a wealth
of knowledge specializing in Risk Analysis and Estate Planning. Each of our
Members have a unique set of challenges and opportunities for their future
retirement. CRCU Retirement & Investment Services, available through
CUSO Financial Services LP
.*, can help you reach your financial goals.
As a Member, you have access to experienced investment professionals
to help you make sound financial decisions consistent with your risk tolerance
investment timelines and goals.

We offer:

  • Retirement planning
  • Risk and portfolio analysis
  • Asset allocation
  • Income strategies
  • Investment strategies
  • Life and long-term care insurance
  • Estate planning
  • Wealth transfer strategies

Calculators

 

 

RETIREMENT

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401K

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COLLEGE TUITION
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IRA OPTIONS
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INVESMENTS
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LIFE INSURANCE

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CONTACT US

Schedule an Appointment
281-422-3611 ext 1135

 

'* 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. Community Resources Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 

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(281) 422.3611
(800) 238.3228

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