Greater Texas Financial Solutions
Helping You Pursue Your Financial Goals
At Greater Texas Financial Solutions, our goal is to make a difference—for you, your family and your future. Whether you are saving for college, working toward retirement or building a legacy for you and your family, Greater Texas Financial Solutions can work with you to develop an investment plan aligned with your needs and goals.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Get objective, professional guidance every step of the way.
Comprehensive financial planning including college planning, estate planning and more.
Retirement planning for individuals and small businesses, 401k rollovers, and more.
Investment management through stocks, bonds, annuities, mutual funds and more.
Insurance services, including life, disability and long-term care.
What We Do
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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. Greater Texas Credit Union and Greater Texas Financial Solutions are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Greater Texas Financial Solutions, and may also be employees of Greater Texas Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Greater Texas Credit Union or Greater Texas Financial Solutions. The Greater Texas Financial Solutions site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or
Not Credit Union
Not Credit Union
May Lose Value
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, GA, MO, NJ, OH, TX, and VA.