Retirement Planning and Preservation
Servicing Plano & surrounding areas since 1970.
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Wealth Management
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Expertise, Experience, and Exceptional Service
Your Trusted Wealth Management Partner
- Personalized financial solutions tailored to your unique goals.
- Experienced team dedicated to maximizing your wealth potential.
- Proven track record of success in wealth management strategies.
- Commitment to providing exceptional customer service and satisfaction.
We Also Specialize In...
Credit Solutions
Insurance Advising
Investment Advising
TESTIMONIALS
Don't Just Take Our Word For It
Paul Z.
Honestly, I felt lost with my finances until I found this service. They made wealth management less daunting, guiding me every step. A game-changer for my budget and peace of mind!
Donna T.
Initially skeptical, I sought their Wealth Management service. Surprisingly, it surpassed my expectations, offering personalized, clear advice that truly maximized my investments. It’s not just about the numbers; it's the peace of mind for me.
Anthony P.
I was truly impressed with how Texas Catholic Community Credit Union managed my wealth. Their personalized advice and genuine care made a huge difference. I feel much more confident about my financial future now.
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Brands We Work With
Frequently Asked Questions
You've got questions, we've got the answers!
Do you offer personalized financial planning services?
Yes, we provide tailored financial planning services to meet your unique goals and needs.
What types of insurance do you advise on?
We offer advice on a variety of insurance types, including life, health, property, and more.
Are your investment advisors experienced and certified?
Yes, our investment advisors have extensive experience and are fully certified to provide expert guidance.
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.
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.
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.
Recognition and Accomplishments
Explore our badges and accomplishments in the industry.
