Investment Services available at LAFCU
Need to reach your financial goals by speaking with a financial advisor?
LAFCU is dedicated to helping you reach your investment goals. That is why we have partnered with Rick Vining of SWBC Investment Services to be LAFCU's exclusive Financial Advisor. Rick specializes in providing clients with comprehensive wealth management and financial planning solutions designed to help them achieve their financial goals. To check the background of this investment professional click here >>
Rick offers assistance in the following areas:
- Brokerage Accounts
- IRAs & Roth IRAs
- Mutual Funds
- 401 (k) & 457 Rollovers/403(b)
- 529 College Plans
- Wealth Preservation/Estate Planning
Give Rick a call today to set up an appointment at 517.622.6770!
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, LCC & SWBC Investment Company are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.
Chris Davis, SWBC Investment Services, LLC, 9311 San Pedro, Suite 600 San Antonio, TX 78216
If you need to place a trade, please call SWBC's home office operations department at (866) 884-2605
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