Investments

It's time to invest in a brighter future for you and your family.

Not every financial services firm has a team that includes CERTIFIED FINANCIAL PLANNER™ professionals available to provide you the highest standard of financial planning. At TCU Investment Services, you can meet with a CFP® when and where it’s convenient for you. We’ll help you make informed choices about investment and insurance strategies to pursue your long-term financial goals, from paying for college to buying a home or funding your retirement.

Experienced financial planners
No-cost initial consultations
Wide range of investment products

Wealth Management

Put together a portfolio that can pay off in the long run for you and your family.

Retirement Planning

See how IRAs and other investment products can pave the way for a comfortable retirement.

403(b) for School Employees

Supplement your pension with an investment account that offers potential tax advantages.

College Planning

A smart savings strategy can help you cope with the high cost of higher education.

Insurance Services

Make sure you and your family are protected against whatever life might throw your way.

Investment Account Login

You can check up on all your investment accounts by simply clicking on the appropriate link.

Resources & Articles

A little reading can go a long way in expanding your knowledge about money matters.

Investment Team

Meet our TCU Investment Services team and schedule a meeting with a professional near you.

Seminars and Education

Our free educational sessions will introduce you to a wealth of financial information.

Fixed Annuity

Check out the current fixed annuitiy rates.

Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TCU Investment Services and Teachers Credit Union (TCU) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TCU Investment Services, and may also be employees of TCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TCU or TCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

TCU provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.