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Self Directed Brokerage at VeraBank

Self-directed Brokerage

CFG Investments

Let's start building results. Together.

VeraBank can help you reach your goals:

  • Creating lifetime income strategies
  • Minimizing taxes
  • Creating a legacy for your family
  • Funding a fulfilling retirement

We deliver experienced, individually tailored advice and execution you can trust.
This service is provided through Cetera Investment Services – all conveniently located in a VeraBank branch.

Explore CFG

 

How we Build Results

We Understand

We know that understanding you is key to performing well for you. We’ll sit down with you and review your current asset allocation, your time horizon, and your risk appetite.
 
We Execute
By creating a personalized investment strategy, we'll create a guide to help you grow your portfolio within your comfort zone.

 

We Offer a Wide Range of Products

Stocks, Mutual Funds & Exchange-Traded Funds (EFTs)  

Money Markets  

Bonds and Fixed Income

  • Corporate bonds
  • Municipal bonds
  • Treasuries

Retirement Accounts

  • 401Ks
  • 403Bs
  • IRAs
  • Simplified Employee Pensions (SEPs)

Annuities

  • Fixed Annuities
  • Variable Annuities

Brokered CDs

  • Traditional CDs
  • Index CDs
  • Callable CDs

Insurance

  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance
 

3 Ways to Get Started

Call Us

Stop in to one of our locations

Make an appointment

 

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA / SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered location: 201 West Main Street, Henderson, TX 75653

View Cetera Investment Services privacy policy and other important information.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 

 

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