AUSTIN, Texas–Greater Texas Credit Union has launched Greater Texas Financial Solutions and Aggieland Financial Solutions. The credit union said it will begin a new relationship with LPL Financial as its broker/dealer, replacing SWBC Investment Services.
The new endeavor will ensure offering a comprehensive array of services to assist members with their financial needs and goals, the credit union said. The move to LPL Financial will bring members enhanced state-of-the-art technology, objective investment research, and a more robust retirement and investment advisory platform which all support our enhanced client service model, Greater Texas added.
Greater Texas Financial Solutions and Aggieland Financial Solutions will be served by Joe James, VP -investment services, and Fernando Arenivas, financial consultant, with a combined total of 33 years of financial and investment advising and consulting experience.