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Home Team

Our Team

Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact us today to set up a complimentary, no-obligation meeting.

Michael Macias
Financial Consultant
Michael Macias
Financial Consultant
Jake Howeth
Financial Advisor
Jake Howeth
Financial Advisor
Barron Branch
Financial Advisor
Barron Branch
Financial Advisor
Uriel Batista
Financial Advisor
Uriel Batista
Financial Advisor
Chris Knabe
Financial Advisor
Chris Knabe
Financial Advisor
Contact Us
EECU Investment and Retirement Services
Phone: (800) 333-9934
Address: 1617 W. 7th Street,
Fort Worth, TX, 76102
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Financial Goals
  • Getting Started
  • Financial Planning
  • Life Insurance
  • Rollovers/Consolidating Accounts
  • Nearing Retirement
  • Estate Planning
  • Income in Retirement
Financial Calculators
  • Retirement Calculator
  • 401k Calculator
  • Retirement Income Calculator
  • Investment Calculator
  • Life Insurance Calculator
  • IRA-Options Calculator
  • College Calculator

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, L.P. is a subsidiary of Atria.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Trust Services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency and is not affiliated with or offered through CUSO Financial Services, L.P.

Copyright 2020 - All Rights Reserved | CUSO Financial Services, L.P.
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