Financial planning you can trust
Our vision at Rave Financial is to be your preferred financial partner by providing exceptional service and innovative solutions. The partnership you have with us extends through our broker-dealer CUSO Financial Services, LP (CFS) to offer you retirement, investment, and insurance services.
Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan, or just want a second opinion, we are here to help. Our CFS Financial Advisor, Marioreen "Mario" Gibson can provide you with individualized service, and is experienced in working directly with members like you. Complete the form below or stop by our Major Drive location to schedule an appointment.
Meet Our CFS Financial Advisor: Marioreen "Mario" Gibson
Mario has been in the financial services industry for over 32 years. She specializes in developing personal financial plans with implementation based on individual needs and risk tolerance. Mario believes in people helping people and has four generations of clients.
Mario holds her Series 7, Series 63, Series 66 and Texas Life & Health licenses. She earned her BBA in Marketing from Lamar University. Mario is a lifelong Texan and resident of the Beaumont area for 25 years and is active in her church. Mario is married with two adult children.
Services include:
• Reviewing Your Current Financial Plan
• Retirement Planning
• IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
• Retirement Income Strategies
• Education Funding
• Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Mario is here to:
• Listen to your financial needs
• Provide impartial advice to help you make informed decisions
• Be dependable and responsive
To view more details for all services offered, click the button below.
Get in touch with Mario
409-241-1589
Office Location: 1810 N. Major Drive, Beaumont, TX
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Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
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