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I
nvestment Services available at LAFCU

LAFCU, 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, we can help you! Visit your local branch office today to arrange an appointment.

Our products and Services
Whether you’re planning for retirement, buying your dream home, saving for a college, or leaving a legacy, 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


Individual and Business Retirement Plans:

  • 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

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 investment professionals 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
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

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