Investment

Members Credit Union has partnered with the local investment firm of Victory Investment Strategies to bring you investment options through Members Credit Union.

With today’s economic challenges and diverse investment choices, you need a team to turn to who can simplify the investment process and help you work toward realizing your dreams.

Joel Victory and son, Michael Victory, are available to meet with you in a MCU branch office or in their office located at 501 N Nolan River Road in Cleburne.

Investments & Investment Planning

  • Strategic Asset Management Accounts
  • Brokerage Accounts
  • IRA Rollover Accounts
  • SEP & Simple IRAs
  • Portfolio Management
  • Asset Allocation
  • Diversification Analysis
  • Risk Assessment
  • Stocks
  • Mutual Funds
  • Government Securities
  • Corporate Bonds
  • Municipal Bonds
  • Variable Annuities

Financial Planning

  • Retirement Planning Services
  • Tax Planning & Analysis
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Business Continuation Planning
  • Money Management

Estate Planning & Elder Law Issues

  • Will Planning
  • Estate Tax Planning
  • Intergenerational Wealth Transfers
  • Charitable Giving
  • Medicare & Medicaid Planning
  • Long Term Care Planning

Retirement Plans & College Savings Plans

  • IRA Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Simple & SEP IRAs
  • College Plans
  • Business Continuation Planning
  • Money Management

If you would like to know more about financial Products & Services, please contact:

Victory Investment Strategies
501 N. Nolan River Road  |  Cleburne, TX 76033
Phone: 817-645-6800  |  Fax: 817-645-6690
Email: joel.victory@lpl.com

Securities offered through LPL Financial, member FINRA and SIPC, insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Members Credit Union deposits and are not NCUA insured. These products are not obligations of the Members Credit Union and are not endorsed, recommended or guaranteed by Members Credit Union 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 representative associated with this website may discuss and/or transact securities and insurance with residents of the following states: AR, CT, GA, IN, LA, MD, NE, NY, OK,TX and WA.

Members Credit Union and Victory Investment Strategies are not registered broker/dealers and are not affiliated with LPL Financial.