We are committed to helping our members achieve long-term financial success, so we’ve partnered with CU Wealth Management, to bring you more investment choices.
Samantha Cruz is ready to assist you in growing and preserving your wealth through personalized, dedicated service. Whether you are just starting an investment plan, have complex financial needs, or just want to review your portfolio, Samantha Cruz can help.
We look forward to helping you continue to reach your investment goals.
To schedule an appointment for a free financial review, call Samantha (Sam) Cruz at 817-884-1470 x 540, or 210-582-2769. You may also contact her by email at firstname.lastname@example.org.
Securities offered through Investment Professionals, Inc., a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through Investment Professionals, Inc are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.