Investment Services

Personalized advice for our members.

When it comes to your financial goals, Think First®! At the First Investment and Retirement Planning Center*, our financial advisors will assist you in creating your personalized financial plan at no cost to you. You can explore all of your investment and savings options to find the right ones for YOU.

Learn more about how the First Investment and Retirement Planning Center can help you.

Our experienced team of investment professionals can help you with a variety of options, including:

  • Retirement Planning
  • Asset Allocation
  • Mutual Funds
  • College Funding such as 529 Plans
  • Annuities
  • Stocks, Bonds, Trusts
  • Life, Disability, Long-term Care Insurance and more!

Whether planning for the future or protecting your assets - Act Now!
Contact us at 281.856.5644 to schedule a no-cost, no obligation appointment with an advisor today

Team Iamge

Brian Turpen, CFP®

Vice President, Wealth Management

281.856.5644Email

Team Iamge

Sergio Garza, CRPC®

Vice President, Wealth Management

281.856.5644Email


Check the background of these investment professionals on FINRA's BrokerCheck.


CERTIFIED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.
 
The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), Member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.  FR-2343001.1-1218-0121

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