Locations
Lakeline Branch
Austin, TX 78750
Lobby: 9 AM–5 PM
Drive-Thru: 9 AM–6 PM
Saturday
Lobby: 10 AM–2 PM
Drive-Thru: 9 AM–2 PM
- Tellers
- Drive-thru lanes
- Drive-thru and walk-up ATMs that accept deposits
- Safe deposit boxes^
- Online Banking kiosk
- CFS* Financial Advisor
- Shared Branch services
- Coin machine
^Check with staff for safe deposit box availability.
Representatives
Rachel Carter
Branch Manager
Financial Advisor CUSO Financial Services, L.P.* at UFCU
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
Registered Representatives 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 be made only 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.
Meet Richey Rogers, CFP®
Richey Rogers, CFP®
Financial Advisor CUSO Financial Services, L.P.* at UFCU“The two most powerful warriors are patience and time.” — Leo Tolstoy
Branch Locations: Lakeline and Teravista
FINRA’s Broker Check for Richey Rogers
Richey brings over three decades of experience in financial services to his role as a financial advisor at UFCU. In his work with investors he has traveled all over the U.S., Japan, Canada, and U.K. He knows that the keys to any successful trip are having a clear idea of what you want to accomplish and diligent planning. Retirement planning is like planning the trip of a lifetime, if a bit more complicated. Retirement can last 20 to 30 years or more and life events often take us in a different direction than we originally intended. As a CERTIFIED FINANCIAL PLANNER™ Richey’s practice is focused on helping clients develop, implement, and monitor a solid plan that gives them confidence about their retirement journey and improves the chances that their retirement lives up to their expectations.
When not collaborating with clients to help them achieve their retirement adventure goals, Richey’s activities center around family and fitness. He and his wife, Heather, have two children: a daughter in Dallas and a son who is stationed in Germany with the U.S. Army.
Get to Know Richey
What was your favorite TV show growing up?
Wide World of Sports. “The thrill of victory and the agony of defeat” intro…classic.
If you could meet anyone, living or dead, who would it be?
The answer changes regularly, but right now I would say Buster Welch.
To learn more about how Richey can help you with your investment needs, email [email protected] or call (512) 997-2346.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
UFCU Mobile Branch — Driving Financial Success to U
Our innovative Mobile Branch is equipped to support our Members' needs and drive financial success in the communities we serve. From opening accounts and applying for loans to providing expert guidance and workshops, we bring personalized service and support directly to you.
Find out where we'll be next or request the Mobile Branch for your event.
National Shared Branches
UFCU Members can participate in the National Shared Branch Network, enabling you to transact UFCU business at hundreds of locations throughout the country. Learn more about the National Shared Branch Network, and where to find a location near you.
Important Note: ATMs at shared branch locations are not fee-free. UFCU offers many fee-free ATMs. Locate them here.
Fee-Free ATMS
Wherever you are, UFCU membership means free access to many ATMs across Central Texas and Galveston County.
Learn more about UFCU’s fee-free ATM network.