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Texas Trust Advice Site

Are you curious how much money you’ll save with a Texas Trust auto or home loan? Worried about saving for college? Visit our Advice site for access to interactive calculators, polls, quizzes, and articles to help build your brighter financial future.

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Get all the features and benefits of a Texas Trust account without stepping into a branch. By opening your account online, get access to the online and mobile features you want.

Investment Services

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Products For You
  • Mutual Funds
  • Stocks & Bonds (Tax-Free & Taxable)
  • Annuities - Fixed, Variable & Fixed Index
  • Exchange Traded Funds (ETF)
  • Real Estate Investment Trusts (REIT)
  • Individual Retirement Accounts - Roth IRA & Traditional IRA
  • Business Retirement Plans
  • Wealth Management Accounts
  • College Funding Plans - 529 Plans
Services Provided For You
  • Retirement Planning - Design an investment strategy to help you pursue your retirement goals.

  • Tax-Advantaged Investing - We can show you how to reduce your tax liability and let more of your money work for you.

  • College Planning - Create a savings plan so you are ready when your children are.

  • Investment Portfolio Analysis - Review your current investments for optimal performance and diversification.

  • Tax-Free Rollover - Get advice on how to move your company retirement plan (401(k), SEP, Pension, etc.) into an IRA and avoid the common mistakes made by some individuals.

  • Business Retirement Plans - Develop a retirement plan for you the business owner and your employees.

  • Brokerage Services - Explore various investment options; such as mutual funds, stocks, bonds, ETFs, and annuities (fixed, indexed, and variable).

  • Professional Account Management - Your financial advisor, in partnership with LPL Financial LLC, can manage your investments utilizing a wide selection of experienced money managers.

Our investment team is lead by Jim Blazek, a CPA with over 30 years of financial experience. Jim has been assisting the members of Texas Trust Credit Union for over 18 years. He leads an experienced team of individuals who are dedicated to providing outstanding client service. 


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

BrokerCheck by FINRA Logo

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Texas Trust Credit Union and Texas Trust Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
www.sipc.com, www.finra.com

- Not NCUA Insured. - No Credit Union Guarantee. - 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:
AR, AZ, CA, IL, IN, KS, NM, OH, OK, TX, and WA.

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Federally Insured by NCUA. Routing #311979875
© Content copyright 2013, Texas Trust Credit Union.
800.527.3600

Your savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. Pursuant to Texas Credit Union Department Rule 91.315, documents relating to Texas Trust's finances and management are available by calling 972.263.5171. All member service issues please call 972.263.5171. USA Patriot Act Requires IDENTITY VERIFICATION for all new accounts. Some links in this site may direct you outside of the Texas Trust Credit Union website. Texas Trust is not responsible for the content displayed on these other websites.