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Investment Services

Take the first step to plan and save for a secure financial future

We are proud to partner with SWBC Investment Services, LLC to offer you access to a full range of investment and insurance services through Members Choice Investment Services.
 
 
 
Whether you’ve experienced a life event such as having a baby, are sending those babies off to college, or need retirement plan guidance, Members Choice Investment Services is here to help simplify the investment process for every step of your financial journey.
 
Visit the Members Choice Investment Services comprehensive website to find out more. Or schedule a no-obligation call with a financial advisor to get started.
 
  • Retirement IRAs
  • Wealth Accumulation
  • Legacy and Estate Planning
  • College Funding

SWBC Investment Services, LLC Financial Advisor Contact Info

210-468-4210 (fax)
800-527-0066 (toll free)

Website: SWBC Wealth Management

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Investing & Saving Resources

College Savings Plan Calculator

Saving for your children's education requires a long-term plan. Run the Numbers

Disclosures

Members Choice Credit Union does not endorse or guarantee the products, information, or recommendations provided by the linked sites. By clicking this link you acknowledge that you are entering a third party site that may have a privacy policy that differs from Members Choice Credit Union. 
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.