All River City FCU branches including the Member Contact Center will be closed on Monday, February 18, 2019 for President's Day. You can access your accounts 24 | 7 via the rcitymobile app or rcityonline home banking.

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, our Financial Advisor, can help you!

River City Investment Services

 

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:

Brokerage Services:

  • Individual Securities – Stocks and 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:

  • 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

 

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 acohen@swbc.com.

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

Supervisory Office:

Mike Klorer | SWBC Investment Services, LLC 9311 San Pedro, Suite 600 | San Antonio, TX  78216 210. 376.3585 – Office | 210.635.1203 – Fax | mklorer@swbc.com  –  Email

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