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5640 Democracy Drive
Plano, TX 75024
Phone:
  • 214-291-1931 / 800-337-3328 ext 8
Fax:
  • 214-291-1310

Flipbooks

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Videos

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Calculators

You can review interesting calculators on my site.

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Investments offered through CFS*

Check the background of this firm on FINRA's BrokerCheck.
 
The 2017 Wealth Management Team with ITCUThank you for visiting InTouch Credit Union Wealth Management, available through CFS.* Our purpose is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Gain a better comprehension of the financial concepts behind insurance, investing, retirement, estate planning, wealth preservation, college planning and other essential milestones. Most important, we hope you see the value of working with professionals to pursue your financial goals.


We're here to help educate you about the basic concepts of financial management; to assist with gaining insight about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

 

 

For more information on utilizing this service with ITCU please email: michael.thomason@cusonet.com, crosby.butler@cusonet.com, or james.simpson@cusonet.com

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck