Enjoy flexible options from TDECU Wealth Advisors.
At TDECU Wealth Advisors, we offer flexible avenues to deliver the service you want – exactly how you want it.
Online with 24/7 digital access to your investments.
In-person or by phone with one-on-one professional guidance.
Self-service resources to help you create plans, set goals and assess risk.
We promise to:
sit down with you to discuss your goals in a complimentary, no-obligation financial review
provide one-on-one assistance to develop a customized financial plan designed for your individual needs
share objective financial advice instead of selling you proprietary investment products
work with you as an active partner no matter how life changes or where it takes you
Whether you want to plan for retirement, grow and transfer wealth, map out your children’s education or manage taxes, we’re ready to help you chart a new path toward your goals in a way that’s best for you.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Not NCUA Insured of Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, AR, AZ, CA, CO, DC, FL, GA, HI, IN, LA, MI, MS, NC, NJ, OK, OR, PA, SC, TN, WA, WI.
Insurance products are offered through LPL or its licensed affiliates. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and may also be employees of TDECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: