Master the Market with Expert Advice

Servicing Plano & surrounding areas since 1970.

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Master the Market with Expert Advice

Investment Advising

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Experienced, Reliable, Client-Centered Services

Your Trusted Investment Advising Partner

With over five decades of expertise, we prioritize your financial goals and provide personalized solutions for your peace of mind.
  • Experienced advisors with a proven track record of success.
  • Commitment to transparency, integrity, and putting clients first.
  • Tailored investment strategies to meet your unique financial goals.
  • Personalized attention and ongoing support for your investment needs.

We Also Specialize In...

Credit Solutions

Insurance Advising

Wealth Management

TESTIMONIALS

Don't Just Take Our Word For It

Edward A.

The team at Texas Catholic Community Credit Union really listened and tailored their advice to fit my unique situation. It’s refreshing to find financial guidance that aligns with my values.

Anthony I.

My experience with Texas Catholic Community Credit Union has been transformative. Their investment advising is deeply personalized, reflecting a true understanding of my financial goals. The customer service is exceptional, always patient, and informative. Highly recommend for anyone looking to secure their financial future.

Linda F.

I was overwhelmed by investment options. Texas Catholic Community Credit Union guided me through, making complex ideas simple and helping me build a portfolio I'm actually excited about. Genuine support, real growth.

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Frequently Asked Questions

You've got questions, we've got the answers!

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Do you offer personalized financial planning services?

Yes, we provide tailored financial planning services to meet your unique goals and needs.

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What types of insurance do you advise on?

We offer advice on a variety of insurance types, including life, health, property, and more.

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Are your investment advisors experienced and certified?

Yes, our investment advisors have extensive experience and are fully certified to provide expert guidance.

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What payment options do you accept for your services?

We accept various payment options, including credit cards, debit cards, cash, checks, bank transfers, financing, and e-transfers.

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Can I expect a quick turnaround for your services?

Absolutely, we pride ourselves on our same-day service speed to ensure your needs are addressed promptly.

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Is your business locally owned and operated?

Yes, we are a locally owned business with 54 years of experience serving our community with dedication and expertise.

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About Us

With 54 years of experience in the Financial Services industry, Texas Catholic Community Credit Union is a locally owned business serving Plano, Texas, and surrounding areas. Our team is committed to providing efficient and reliable services, with a same-day service speed that sets us apart from the rest. Trust us to meet all your financial needs with expertise and dedication.

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Recognition and Accomplishments

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Did you know?
Did you know that Plano, Texas is home to many top-rated investment firms and financial advisors? With a strong focus on client education and wealth management, the financial services industry in Plano offers a wide range of expertise and resources.
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