InvesTex Credit Union and SWBC Investment Services
Working Together as a Team
InvesTex Credit Union has partnered with SWBC Investment Services, LLC to offer complete financial services to our members.
Through SWBC Investment Services, located at InvesTex 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.
OUR FINANCIAL ADVISOR – Jason Stepanik
Jason is the exclusive financial advisor to InvesTex members and brings more than 20 years of industry experience.
“As the financial advisor for members, my mission is to help members create and monitor personalized financial plans that are designed to address their specific needs, goals and wants. I do this through a thoughtful and disciplined approach to investment and risk management. I work with each member as if they were my own family. My goal is to create lasting relationships built on exceptional client service.”
Whether your financial needs are short- or long-term, Jason will help you work toward your goals by providing quality products and services tailored for you. For more information and to schedule an appointment, contact Jason at 281.506.1208 or firstname.lastname@example.org
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.
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