Associated Credit Union of Texas and Jonathan Kolmetz, MBA, CFP®
, our wealth advisor through arrangement with LPL Financial, are committed to providing you with the necessary resources to help you manage your financial goals. We understand that no single financial strategy fits one and all and this is why each individual member receives our undivided attention - from planning and execution to follow-up. Our approach is proactive as we guide the development of a strategy to address your personal financial goals and objectives.
Jon emphasizes listening to you - our members - and understanding and documenting your goals, and working together to develop a comprehensive financial plan. He focuses on building long-term relationships, treating ACU members like family, and putting your needs ahead of our own. He believes that shared values and core beliefs are more important than account size.
Over the years, Jon has honed his approach so it is as effective as possible in assisting members who may have different needs as they maneuver through the complexities of the financial-services industry. He understands each member is unique and creates plans accordingly.
Service remains our number one priority. While technology has replaced many aspects of service in today's society, we realize the importance of a personal relationship with your wealth advisor. Jon strives to provide you with the best tools available to make informed decisions while still providing personal service with phone calls and face-to-face meetings.
Jon is based in our League City Corporate office; however, he provides services to members of all branches and is happy to meet with you by appointment. If you would like to meet with Jon, please complete this Information Request Form
prior to your meeting and submit to Jon at firstname.lastname@example.org
Check the background of investment professionals associated with this site on FINRA's BrokerCheck