Investment Services

Investment Services

Providing Personalized Guidance

The GTE Investment Group is dedicated to providing members with trustworthy, personalized advice on meeting any of their financial and insurance needs. We take the time to talk with our clients and listen to their goals, whether they are for retirement, current income or future growth.

A team of dedicated advisers will work one-on-one with you to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and goals. We work with a wide range of products and services to help meet our members' unique and individual financial goals.

We pride ourselves in providing exemplary service to our clients and have established a skilled and thoughtful team of registered professionals to assist you with all of your investment needs. We set ourselves apart from other brokers and financial planners by developing a partnership with our members.

Check the background of our investment professionals on FINRA’s BrokerCheck.

Individual Member Services

  • Comprehensive Planning for Retirement
  • Asset Allocation Analysis - Portfolio Management
  • Education Planning
  • Insurance Solutions
  • Tax-Managed Investment Planning
  • Estate Planning
  • Wealth Preservation
  • Trust Services
  • IRA Services and 401k Rollovers

Business Member Services

  • Retirement Plans – Simple & SEP IRAs, 401Ks, Nonqualified Deferred Compensation, Executive Bonus
  • Business Continuity Solutions – Buy/Sell Agreements, Key Person Insurance
  • Protection – Split Dollar and Executive Bonus

Products We Offer

  • Mutual Funds
  • Stocks
  • Bonds
  • Variable Annuities
  • Fixed Annuities
  • Tax-Free Investments
  • Tax-Deferred Investments
  • Life Insurance
  • LTC

Investment Services Login

To schedule a no cost, no obligation financial consultation call 888-972-5257 or fill out the form below.

Do not include any sensitive personal information such as bank account numbers, social security number or member number in this form, as it is not secured.

*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, and are not obligations of the Credit Union. Advisory services may only be offered by Investment Adviser Representatives. Click here to view Cetera Investment Services  Privacy Policy, other Important Information and  Business Continuity Plan.. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at