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Investment Alternatives
Checking | Overdraft
Privilege | Savings | Regulation
D | CDs
& IRAs | Credit Cards | Investment Alternatives | Loans | Services | Share Insurance
River City Federal Credit Union has teamed up with SWBC Investment
Services, LLC to bring you more investment choices. 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.
Let an experienced Financial Professional assist you in determining
your short or long term investment needs. They can also help you
in managing your current investments and explore new options. Your
local branch office representative is available to guide you
through a wide variety of investment choices. Call 866.884.2605,
email info@swbcinvestments.com, or visit your local branch office
today to arrange an appointment with an Investment Center representative
today.
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 fun, or leaving a legacy, SWBC
Investment Services will help you achieve your goals. Through
SWBC Investment Services and the River City Investment Center you
have access to a full array of investment and insurance products.
Investments
- Brokerage Services
- Individual securities – Stocks & Bonds
- Mutual Funds
- Annuities
- Retirement Plans
- IRA’s
- College Savings Plans
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. Advisory services offered through SWBC
Investment Company, a Registered Investment Advisor. SWBC
Investment Services, LLC & SWBC Investment Company are not
affiliated with this institution. Funds should not be considered
a deposit, may lose value and are not guaranteed by this institution
and are not insured by any federal or governmental agency.
Supervisory Office:
Allen Barton
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 | San Antonio, TX 78216
(210) 321-7296 | (210) 525-9461 Fax
compliance@swbcinvestments.com
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