Do you know how to set up your financial goals for success?
Once upon a future date, you’ll reach that financial goal you’re working toward. But what happens between now and then? And how can you make success more certain?
Click here to watch the video and learn how to achieve goal-setting success.

Investment Products

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• Mutual Funds
• Annuities
• Stocks & Exchange Traded Funds
• Bonds
• Unit Investment Trusts
• Advisory Accounts
• Life & LTC Insurance


Wealth Management

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• Financial Planning
• Retirement Planning
• Asset Allocation
• Education Planning
• Business Retirement Accounts
• Risk Management
• Insurance Analysis

Meet the Advisor

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Ther LPL registered representatives associated with this site may only discuss and/or transact securities business with residents in the following states: AL, AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KS, ME, MI, MN, MS, MO, MT, NM, NY, NC, NJ, NV, OH, OK, OR, PA, SD, TX, UT, VA, WA, and WV.

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Make an Appointment


Make a No-Cost Appointment Today!

Get started on a brighter financial future for you and your family by making a no-cost appointment with an LPL registered representative at Galene Financial today.

Call us today at 713-489-4322 or email Anthony Williams now by completing the contact form in the top right of this page.

*Non-deposit investment products and services are offered through Galene Financial, a registered broker-dealer with LPL (Member FINRA/SIPCI and SEC Registered Investment Advisor. Products offered through LPL are not NCUA/NCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through LPL. The credit union has contracted with Galene Financial to make non-deposit investment products and services available to credit union members.

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