C.S. Wilson & Associates
Education Credit Union and C.S. Wilson & Associates, Inc. have teamed up to provide financial services for all members. Financial advisors, Cathy Wilson and Marcy Maberry, help members pursue their financial goals. Contact them at one of their two locations.
Amarillo Main Office
2324 Lakeview Dr.
Amarillo, TX 79109
806-352-9251 – Amarillo
12513 Quaker Avenue
Lubbock, TX 79424
806-368-7945 – Lubbock
Services offered by the C.S. Wilson Team
- Customized Financial Plans
- Asset Allocation Modeling (conservative to aggressive growth)
- Fee-Based Asset Management (using no-load funds)
- Educational Funding Strategies
- Insurance Evaluation (life, long-term care, Medicare supplement)
- Retirement Planning (IRAs, Traditional and Roth, 401(k) plans, Simple IRAs, 403(b) plans)
- Beneficiary Check-ups
- Independent Wealth Management Advice
- Estate Planning
- Social Security Planning
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Cetera is under separate ownership from any other entity.
Investments are: Not NCUA insured, not a deposit, not Education Credit Union guaranteed, not insured by any government agency, may lose value.
C.S. Wilson, Education Credit Union, and Cetera Advisors LLC are not affiliated companies.