Smart investing takes time. Our team of Wealth Advisors has over 100 years of experience guiding people toward financial success. Your TDECU Wealth Advisor will work closely with you to create a customized portfolio that strikes the right balance between stocks, bonds, mutual funds, life insurance, and other products.

TDECU Wealth Advisors can help you with financial advising, investing, and planning for your future. Set up an appointment with your new wealth advisor today.

Locate TDECU Member Centers and ATMs with ease. View hours, services, and addresses for nearby branches and ATMs in Texas.

Advertised rates include a 0.25% discount for a recurring direct deposit with an aggregate total of $250 or more per month to a TDECU savings or checking account and an additional 0.50% discount for having your mortgage with TDECU.

2022年10月28日 · Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates.

Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. The investment products sold through LPL Financial are not insured TDECU deposits and are not NCUA insured.

TDECU Wealth Advisors are here to help you plan your financial future, invest, manage your current finances, and much more. Contact us today to start planning.

NaviPlan is a service provided to you by TDECU Wealth Advisors free of charge. NaviPlan is a comprehensive and flexible financial planning software that allows you to take various assessments, plan your financial future and compare your goals.

Use TDECU’s simple contact form online for fast assistance. We’re here to help with all your banking needs.

2021年4月18日 · Working with a financial advisor can help you put a dollar amount on these goals and work backward to see what you need to do today, next year, and ten years from now to pursue them. Another benefit of a financial advisor involves tax planning.