Connect Credit Union and SWBC Investment Services
Working Together as a Team
Connect Credit Union has partnered with SWBC Investment Services, LLC to offer complete financial services to our members.
Through SWBC Investment Services, located at Connect Credit Union, members have a team committed to helping them achieve long-term financial success. With today’s economic challenges and diverse investment choices, you need a trusted team who can simplify the investment process and can help you determine your short- and long-term investment needs.
From helping establish an IRA to developing a comprehensive plan for a multi-million dollar estate to simply reviewing your portfolio, we will work with you to help you clearly identify your goals and create a customized portfolio.
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. 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 OF INSTITUTION, ARE NOT OBLIGATIONS OF, OR GUARANTEED BY THIS INSTITUTION OR ANY OF ITS AFFILIATED ENTITIES, MAY LOSE VALUE, AND ARE NOT NCUSIF INSURED.
If you need to place a trade, please call SWBC’s home office operations department at 1-866-884-2605
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 • San Antonio, TX 78216
210.376.38585 Office • 210.635.1203 Fax