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ACU LPL Money Simplified - White

Utilizing customized financial planning strategies, our goal is to make

Money. Simplified.

We Specialize Working With:


College Savings

529 Plans

IRAs

Life Insurance

CD Alternatives

401(k)s

403(b)s

Financial Planning

Portfolio Management

Retirement Analysis

Long Term Care

Pension Pay Off Calculations

Annuities

Insurance Review


Let us introduce you to our Money.Simplified. approach.

Click Below to Meet Your Team.


Kolmetz


Jonathan Kolmetz
MBA, CFP®
Financial Advisor

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Robert Bruns
CIMA®
Weath Advisor

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Erin Pruetz
Client Relations
Coordinator


Call us now at 281.661.3635


Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Associated Credit Union of Texas deposits and are not NCUA insured. Investment advice offered through Strategic Financial Concepts, LLC (SFC), a Registered Investment Advisor. These products are not obligations of Associated Credit Union of Texas and are not endorsed, recommended or guaranteed by Associated Credit Union of Texas or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Texas, Florida, and New Mexico.

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