Investment Services

Investment options available to our members

We are committed to helping our members achieve long-term financial success, that’s why we’re offering no-obligation financial consulting and investment services.

We offer a wide range of products and services and we can help you choose from a variety of providers to find the one that best fits your needs, including:

Wealth & Financial Planning
Estate Planning
Insurance
Long-term Care
Trusts**
College Savings Plans

Short Videos

Learn more about these topics:
Annuities
College Savings Plans
Individual Retirement Accounts
Mutual Funds

Meet Timothy Mangus, Financial Advisor

Timothy began his financial services journey at Chase Bank as a Licensed Banker and then a Financial Advisor. After eight years with Chase, he moved to TD Ameritrade before returning to the retail banking industry at BBVA Compass. While at BBVA Compass, he focused on holistic financial planning for his clients. Timothy joined PFG Financial Group in February 2021 and became the TCCU Investment Services Financial Advisor in June 2022.

He looks forward to working with TCCU members to provide individualized in-depth planning and education. His priority is to provide confidence to members by developing plans and solutions that help them achieve their goals.

Timothy earned his Bachelor of Science in Business Management from Dallas Baptist University, his Master’s degree from Lamar University, and is now pursuing his Doctorate at Liberty University.

Check the background of this Financial Professional on FINRA’s BrokerCheck.

Email Timothy or call him directly at 214-714-8737.

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory services offered through PFG Advisors. PFG Advisors, TCCU Investment Services, TCCU, and the Osaic Wealth Inc. companies are separate entities. *Not NCUA insured *May lose value *Not credit union guaranteed *Not a deposit *Not insured by any federal government agency. This communication is strictly intended for individuals residing in the states of MA and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS)

CLICK HERE FOR A COPY OF OSAIC WEALTH, INC’S RELATIONSHIP SUMMARY (FORM CRS)

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

**Trust accounts will be completed through a third-party.