Your financial goals –

achieved your way

with flexible engagement options from TDECU Wealth Advisors

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Contact us for a complimentary financial or retirement review.

It's your future.

It's our expertise.

At TDECU Wealth Advisors, we provide financial planning, expertise and service you can trust to guide you toward your goals. Whether you want to plan for retirement, grow and transfer wealth, map out your children’s education or manage taxes, we’re ready to partner with you.

TDECU Wealth Advisors is committed to providing personal guidance and advice with everything we offer. We’re the professionals, so you don’t have to be – and we’re only satisfied when you are.

Tailored financial guidance

Personalized and professionally managed investments, savings and portfolio strategies

Forward-looking product planning including Insurance, long-term financial plans and trust accounts

Custom plans for retirement and education

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Contact a TDECU Wealth Advisor today to take advantage of a complimentary, no-obligation financial review.

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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.

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. 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: