Members Credit Union has teamed up with SWBC Investment Services, LLC to bring you
more investment options through Members Investment Center. With today's economic
challenges and diverse investment choices, you need a team to turn to who can simplify the
investment process and help you work toward realizing your dreams.
OUR PRODUCTS AND SERVICES
You’ve heard it time and time again. The best time to invest in tomorrow is today. But with
the demands and cost of living today, it may seem there’s not enough time or money left for
investing. We can help. Whether it is planning for retirement, buying your dream home,
saving for a college fund, or leaving a legacy, Members Investment Center will help you
achieve your goals. Through Members Investment Center you have access to a full array of
investment and insurance products.
Investments
- Brokerage Services
- Individual securities – Stocks & Bonds
- Mutual Funds
- Annuities
- Individual and Business Retirement Plans
- IRAs, Roth IRAs
- 401(k), 403(b) rollovers
- College Savings Plans
- Portfolio Review and Evaluation
Insurance
- Insurance: term, whole life, variable, universal life
- Annuities: fixed and variable
- Long-term care
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Life Events
- Starting out with a new career. Budgeting income, expenses, savings and investments.
- Protecting your family. Whether you’re getting married or starting a family, it’s a good time to review your savings, investments and insurance needs.
- Changing Jobs. When you move or change jobs, review your retirement plan options from your past and present employers to ensure they all fit your financial profile.
- Saving for Retirement. How much income will you need in retirement?
- Saving for College. With rising education costs, are you investing for that future anticipated need?
- Transition to Retirement. Make the most of living in retirement while avoiding costly mistakes.
- Preserving Wealth. Do you plan to pass on your estate to the ones you love. We can show you how!
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Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member
SIPC & FINRA. SWBC Investment Services, LLC is not affiliated with this institution. Funds should
not be considered a deposit of or guaranteed by this institution, may lose value and are not
NCUSIF insured.
Supervisory Office:
Allen Barton
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 I San Antonio, TX 78216
(210)321-7296 Office I (210)525-9461 Fax
compliance@swbcinvestments.com |
