Management

Diversify your portfolio

Receive personalized guidance

Your financial goals are within reach

Your money matters to us, and we're here to help you maximize its potential. For all financial management services, Sal Guerrero, Vice President, Wealth Management and Education First Financial Group Representative, offers guidance. His industry knowledge and attentive service ensures you'll have an investment portfolio that's tailored to your needs.

Financial management services for Southeast Texas

Whether you're starting from square one or you're an experienced investor, Sal can save you time by thoroughly explaining all of your options and best possible scenarios. Careful management and objective advice are the hallmarks of financial management with Education First Financial Group.​
  • Investment Management: Your goals are always in sight, from the time we create a strategy to our ongoing monitoring and adjustments.
  • Portfolio Management: Access an array of options, including mutual funds, stocks and bonds, annuities, Individual Retirement Accounts and more.
  • Wealth Management: We'll help you manage your assets and minimize your tax exposure**. 
Our Investor Connection site provides more information about our investment management services.

Check the background of this investment professional on FINRA's BrokerCheck.

*Education First Financial Group Advisors are registered representatives of CUNA Brokerage Services, 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. 
**Representative is neither a tax advisor nor attorney. For information regarding your specific tax institution, please contact a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. 

FR-2136358.1-0518-0620