At TCB Investments, our loyalty is to our client, and we measure our success by providing independent, personalized advice that meets our client's objectives. We are committed to listening to the needs of our clients, proactively communicating with them, and being the premier investment services provider of choice. As independent Investment Executives, we are able to choose from a wide array of investment products designed to help clients meet their investment needs.
TCB Investments has a team of investment professionals dedicated to providing customized investment options to meet the different investment needs of our diverse customer base.
Our Team of Investment Professionals
|Luis J. González, III||George L. Saenz||Rebecca L. Wise|
|(956) 722-8333 ext 2743||(956) 722-8333 ext 1328||(956) 722-8333 ext 1414|
6721 McPherson, Laredo, Texas 78041
Check the background of this investment professional on FINRA's BrokerCheck.
Products and Services Offered
- Mutual Funds
- Retirement Planning
- Asset Allocation
- College Planning
- Alternative Investments
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name TCB Investments are in no way affiliated with or offered by Texas Community Bank, nor is Texas Community Bank a registered broker/dealer.
Customers working with TCB Investments will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.
Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Fixed Annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company. Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.