River City Investment Services
River City Federal Credit Union, in partnership with SWBC Investment Services, LLC, is committed to helping our members achieve their financial goals. This strategic partnership offers our members access to a full range of investment and insurance services. Our team can help simplify the investment process and help you manage your financial goals.
Whether you are just starting an investment plan or want to review an established portfolio, Karen Gonzales, Financial Advisor, can help you! As the exclusive financial advisor to our members, Karen is available to meet with you to discuss your financial needs. She can be reached at 210.376.3700, firstname.lastname@example.org or visit your local branch office today to arrange an appointment.
Our Products and Services
Whether you’re planning for retirement, buying your dream home, saving for a college, or leaving a legacy, River City Investment Services can help you achieve your goals. Our full complement of investment and insurance products include:
- Individual Securities – Stocks and Bonds
- Mutual Funds
Individual and Business Retirement Plans:
- IRAs, Roth IRAs
- 401(k), 403(b) rollovers
- College savings plans
- Portfolio review and evaluation
- Life Insurance: Term, Whole Life, Variable, Universal Life
- Annuities: Fixed and Variable
- Long-Term Care
Financial Planning Assistance:
- Starting a New Career. Assisting with budgeting income, expenses, savings and investment options
- Protecting Your Family. Examining your savings, investments, and insurance needs
- Changing Jobs. Reviewing retirement plan options from past and present employers
- Saving for Retirement. Analyzing adequate income needs
- Funding College. Determining the appropriate savings tool
- Transitioning to Retirement. Avoiding costly mistakes
- Preserving Wealth. Creating a lasting legacy
Our Financial Consultant – Karen Gonzales
Karen is the exclusive financial advisor to River City Investment Services’ clients and brings more than 20 years of industry experience. Her mission is to help members create and monitor personalized financial plans that are designed to address their specific needs, goals and wants. She will accomplish this through a thoughtful and disciplined approach to investment and risk management. She works with each member as if they were part of her own family. Karen’s ultimate goal is to create lasting relationships built on exceptional client service.
Whether your financial needs are short- or long-term, Karen will help you work toward your goals by providing quality products and services tailored for you. For more information and to schedule an appointment, contact Karen at 210.376.3700 or email@example.com.
Adam Cohen, Client Associate
Adam is available to assist clients with account management and service needs. A graduate of Austin College, Adam has been in the financial services industry for eight years. He can be reached directly at 210.376.3688, 800.527.0066 x 63688 or firstname.lastname@example.org.
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. 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 FDIC insured.
Check the background of this investment professional on FINRA’s BrokerCheck.
If you need to place a trade, please call SWBC’s home office operations department at 1-866-884-2605
Mike Klorer | SWBC Investment Services, LLC 9311 San Pedro, Suite 600 | San Antonio, TX 78216 210. 376.3585 – Office | 210.635.1203 – Fax | email@example.com – Email