Locations
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Investment Services
FCFS Services provides financial management assistance to Plus4 members. We're here to help you reach your financial goals and help you make sound financial decisions consistent with your risk tolerance, investment time-lines, and goals. Our representative, Robert Bouvier, can help you with a wide range of investments and services such as:
Investment
- Mutual funds
- IRAs
- Stocks and bonds
- Annuities
- Insurance
Services
- Financial Management Analysis
- Retirement planning
- Estate planning
- Rollovers
- Tax planning
- Individualized plans for your needs
- Regular meetings to keep your financial plan on course
- Financial Management Workshops
To find out more, please e-mail Veronica Estrada at vestrada@plus4cu.org or contact her at 713-970-6252. Then, come in and meet with Veronica at Plus4's Almeda Genoa Office. Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.
