ALERT
The credit union will never ask you for any Online or Mobile Banking information. If you receive a call from someone claiming to be with the credit union asking for any sensitive information, do not provide the requested information. Hang up and contact the credit union at (209) 549-8500 or (559) 225-7228.
Valley First Financial Services is offered through TCG Advisory Services, LLC,1 a financial planning firm serving clients since 2000. For more information or to set an appointment with an advisor, click here. When making important financial decisions about your future, our experienced financial professionals can help with a specific goal or provide personalized service, catered to your individual financial needs.
Working together, we'll create a roadmap to help achieve your goals based on sound investment and protection principles. We build this roadmap in four steps:
Gather Information: We'll listen carefully and conscientiously to your financial goals and concerns.
Analyze and Recommend: We'll study your information, research and evaluate your alternatives, and then share our recommendations with you.
Implement: We'll provide you with information on financial products and services that will help you reach your goals.
Monitor and Review: People, personal circumstances and the economy all change. It's important to be prepared. We'll be an active, committed partner in making sure your plan continues to help you reach your financial goals overtime.
We look forward to meeting with you to schedule a no-cost, no obligation appointment. Contact a Financial Professional today.
Review the background of Valley First Financial Service Financial Professionals on FINRA'S BrokerCheck.
Already have an account?
Easily access your account and view activity, obtain a copy of your statements and confirmations and get the latest information on markets, quotes, and financial news.
1TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the rules and Regulations of the Investment Advisor Act of 1940, and is part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of form ADV Part 2 is available upon request.
