Energy CCU Wealth Services - Investments

Energy CCU Wealth Services - Investments

 

ECCU offers numerous investment services to our members via Robert (Bob) G. Thomas, Certified Financial Planner® and Shaelyn Dobson, Financial Advisor of Texas Wealth Advisors. We can provide you with the following:

  • Financial Planning
  • Annuities
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Life Insurance
  • Long Term Health Care
  • Education Planning
  • Investment Advisory

 

Texas Wealth Advisors will have the following hours at these locations:

Northwest Community Branch (Main Office)

Monday - Thursday 9:00 am - 4:00 pm

Friday 9:00 am - 3:00 pm

Spring ExxonMobil Campus (Closed to the Public)

By Appointment

Spring Community Branch

Monday - Thursday 9:00 am - 4:00 pm

Friday 9:00 am - 3:00 pm

 

Contact Texas Wealth Advisors:

Phone: (832) 604-4856

Email: info@txwealthadvisors.com

Fax: (832) 604-2188