24/7 account access
Enjoy 24/7 account access and security with GECU online and mobile banking.
View online and mobile banking
View online and mobile banking
INVESTMENT SERVICES
Prepare for the future and grow your wealth with financial planning
The GECU Investment Services1 team is here to help you plan for the future and manage and create wealth based on your financial needs.
Use wealth management to plan for the future
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Knowledgeable team: Our team brings many years of combined experience and sound investment principles that you need to grow and protect your wealth.
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Diversify your portfolio: We can help create a unique short- or long-term plan to ensure that your portfolio is diverse with investments that fit your personal goals, preferences and risk tolerance.
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Peace of mind: Our team of financial professionals can help you prepare for unexpected life events with, investment management accounts, corporate trustees, fixed annuities and more.2
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Get investment advice: We offer free financial education seminars about a variety of topics, including estate social security and retirement planning, and investment opportunities.
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BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
COMPARE
FINANCIAL PLANNING
Retirement Planning
Let’s work together to determine your retirement goals and develop a plan that fits your needs.
Let’s work together to determine your retirement goals and develop a plan that fits your needs.
Best for: Members beginning their retirement planning journey.
- Establish a long-term-care plan, investment management account or insurance
- Our retirement services offer 401(k) distribution services,2 Roth and traditional IRAs, and more
- Learn about annuities, wealth preservation and wealth management
Financial Seminars
Join us at one of our financial planning seminars to arm yourself with the knowledge you need to plan for the future and grow or establish your wealth.
Join us at one of our financial planning seminars to arm yourself with the knowledge you need to plan for the future and grow or establish your wealth.
Best for: Members who are ready to learn all about planning
- Introductions to life insurance, Medicare and Social Security benefits
- Long-term-care and estate planning
We’re Here to Answer Your Wealth Management Questions
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What is the best way to save for retirement?Saving for retirement can look different for each individual. Schedule your no-cost, no-obligation appointment to meet with our team to discuss your options and develop a unique plan that fits your retirement goals. Schedule an appointment with a financial professional to get started or call 915.774.1765, toll-free at 1.800.772.4328, ext. 1765.
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Am I on track for retirement?Each individual’s retirement needs and goals are unique. Our team is here to help discuss your financial goals and preferences. To begin developing a customized plan to fit your needs, schedule an appointment with a financial professional or call 915.774.1765.
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Are investments insured?There are certain types of investments that may be insured by an investment company. To find out more details on your options, schedule your no-cost, no-obligation appointment online with a financial professional today or call 915.774.1765.
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What is the difference between saving and investing?Saving is putting money away for a future expense, need or want with the option to withdraw funds quickly. Saving is typically used for short-term goals. Investing is putting money away to save for long-term goals, including retirement. Investments have the potential to earn a higher rate of return than typical savings accounts.
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Do you offer life insurance options?Yes, we offer life insurance policies. To discuss your options, schedule your no-cost, no-obligation appointment with our financial professionals today or call 915.774.1765.
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BEFORE YOU GO
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