Investment Services

It's never too early or too late to start investing. We can help you develop a strategy that fits your needs.

Investment Services

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Banking Services in Beaumont, TX

As a member of Education First, you have access to member-focused financial services and advice, including financial strategies and investment opportunities to help you meet your savings goals.

Sal Guerrero, VP of Wealth Management and Education First Financial Group Representative, can help you by reviewing your current portfolio to ensure your investment strategies are in-line with your financial goals, or if you are a first time investor, help you to develop a plan to get your where you want to be.

Some of the areas of investment and planning that Sal can assist you in:

  • Investment Management
  • Portfolio Management
  • Wealth Management
  • Estate Planning
  • Retirement Income Planning
  • Saving for College
  • Life Insurance
  • Long Term Care Insurance

For more information, feel free to browse the Education First Investor Connection site to learn more about Sal’s services. Be sure to click on the Money Management module, which contains over a dozen financial calculators that are meant just for do-it-yourselfers like you.  

To learn more or schedule an appointment, please give Sal at call at 409.896.8552.

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.