GULF COAST EDUCATORS INVESTMENT CENTER

Gulf Coast Educators Federal Credit Union is pleased to introduce you to Josh Krakowiak, our Financial Consultant through CUSO Financial Services, LP (CFS). Josh is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.

 

How we can help you

Schedule a no-obligation appointment to meet with your advisor and gain valuable information on financial planning topics that include:

  • ✔ 403b and 401(k) Rollovers
  • ✔ Mutual Funds
  • ✔ Fixed, Variable, and Index Annuities
  • ✔ Life & Long Term Care Insurance
  • ✔ Retirement and Business Services

 

Meet Your Advisor

Josh KrakowiakJosh Krakowiak
Financial Advisor
CUSO Financial Services, L.P.

Email: jkrakowiak.cfsinvest@gcefcu.org
Alternate Email: investmentservices.cfsinvest@gcefcu.org
Phone: 281-925-4158

Visit Investment Center

 

Current Investment Account Holders

As we transition from SWBC Investment Services to CUSO Financial Services, the need to share your personal information with CUSO Financial is required to pre-populate new account applications and forms for your signature, as well as to facilitate the transfer of your account(s) to CUSO Financial. CUSO Financial is committed to protecting this information as indicated in its privacy policy which you may view by clicking here.

How will this change affect your present accounts?
The change should be virtually transparent to you, as there should be no change in the investments you hold. Your new Investment Advisor may contact you to complete your CUSO Financial paperwork, but no action is required by you at this time.

The team at Gulf Coast Educators FCU is excited with this step in the growth of the Investment Services Program. We assure you that your investment account will continue to be maintained and serviced at the highest level possible. Should you have any questions, please do not hesitate to contact your new Investment Advisor directly.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.