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Let us help you plan for the future. Our experienced Investment Services Consultants are
available to assist you in determining your short
or long-term investment needs. Whether your
financial objectives involve saving for your first home, a college
education for your kids, or building
a nest egg
for a comfortable retirement, Credit Union of Texas Investment Services can help.
Through Credit Union of Texas and SWBC Investment Services LLC , CUofTX members have
access to
a wide range of investment choices.
Click here for tools, caculators and to learn more about investment options.
An SWBC Investment Services Consultant is available at your branch to guide
you through a
diversity of investment choices. So, call or visit
your branch office today to arrange an appointment
with your SWBC Investment Services Consultant.
Marcus
Stell - SWBC Investment Services Consultant
1020 Gross Road, Mesquite, TX 75149
Serving members at the Dallas, DeSoto, Mesquite, Mountain View, and Rockwall
branch offices
(972) 263-9497 ext. 1546
Conrad
Bautista - SWBC Investment Services Consultant
601 North Plano Road, Richardson, Texas 75081
Serving members at the The Colony, Irving, Lewisville, Plano, and Richardson branch
offices
(972) 263-9497 ext. 1246
CUofTX
Investment Services, "more than a source,
a solution."
Mutual funds, annuities and other investments are not deposits, are not insured by the NCUSIF or any other regulatory agency, and are not obligations of, or guaranteed by Credit Union of Texas. Returns on such investments will fluctuate and are subject to risk, including possible loss of principal.
SWBC Investment Services, LLC and SWBC Investment Company are not affiliated with Credit Union of Texas.
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC and FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. |