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Houston Investment Services & Financial Planning
Balancing our daily lives is hard enough, so managing investments and personal finances can be overwhelming.
There’s More Than One Way to Plan for the Future
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Registered Investment Professionals
Our experienced investment counselors are here to help you plan your future.
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No-Obligation Consultation
Meet one-on-one to get the professional advice and guidance you need.
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Investment Tools
We’ve got the tools you need to make smart investments and put your money to work for you.
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Flexible Investment Options
Choose the accounts and investments you want.
There’s More Than One Way to Plan for the Future
We offer a wide range of investment services to PrimeWay members and their families – including comprehensive financial planning, long-term care, life insurance and disability income insurance services.
Our registered investment professionals are committed to providing you unsurpassed service and financial advice. Contact us today for your complimentary, no-obligation consultation to find out how we can assist you with your investment needs.
Build Wealth
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Wealth Management
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Become a PrimeWay Member
When you join the PrimeWay family, you’ll move one step closer to your dreams.
PrimeWay members make up a thriving community of people working together to turn dreams into realities.
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts (SFC), a registered investment advisor and separate entity from LPL Financial. PrimeWay Federal Credit Union and PrimeWay Investment Resources are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PrimeWay Investment Resources and may also be employees of PrimeWay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PrimeWay Federal Credit Union or PrimeWay Investment Resources. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |