Greater Texas Credit Union launches financial solutions to serve member investment needs
AUSTIN, TX (June 2, 2020) — Greater Texas Credit Union Launches Greater Texas Financial Solutions and Aggieland Financial Solutions on June 1, 2020.
The credit union will begin a new relationship with LPL Financial as our broker/dealer, replacing SWBC Investment Services. This new endeavor will ensure offering a comprehensive array of services to assist members with their financial needs and goals. The move to LPL Financial will bring members enhanced state-of-the-art technology, objective investment research, and a more robust retirement and investment advisory platform which all support our enhanced client service model.
Greater Texas Financial Solutions and Aggieland Financial Solutions will be served by Joe James, VP – Investment Services and Fernando Arenivas, Financial Consultant, with a combined total of 33 years of financial and investment advising and consulting experience.
About Greater Texas Credit Union
Greater Texas Credit Union, founded in 1952, is a financial cooperative that emphasizes community stewardship, charitable giving, and employee volunteerism through its Greater Good initiative. Together with its subsidiary, Aggieland Credit Union – which serves the Brazos Valley – the credit union offers a wide variety of consumer-oriented banking services to its 85,000 members across the state of Texas. Greater Texas has locations in Austin, Houston, San Antonio, Bryan-College Station, Edinburg, and the Dallas-Ft. Worth market with assets of nearly $1 billion.