Professional assistance, quality financial products and dependable service
As an Education First Financial Group Representative, I am qualified to provide guidance to Education First members on all financial matters. I am a Financial Advisor of CUNA Brokerage Services, Inc., a broker/dealer with a portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. I also handle professional money management services to develop an efficient and through investment plan. I am also a licensed insurance representative of CMFG Life Insurance Company.
Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and strengthen any existing financial plans. Ultimately, we'll create a strategy to build, protect, use and transfer assets in the most advantageous way. We'll also review your portfolio periodically and adjust as necessary. It just makes sense - as your life changes, so do your financial needs, and I’ll be here for you at every stage.
Contact me today so we can discuss your financial needs.
Sal C Guerrero
Vice President - Wealth Management
7025 Eastex Fwy
Beaumont, TX 77706
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.