Let our licensed financial advisors guide you to a healthier financial life.
Here at a Firstmark Credit Union, we are committed to helping our members improve their long-term financial success. We partnered with SWBC Investment Services, LLC to give our members access to a full range of investment and insurance services, including a complimentary financial review with one of our financial advisors.
With today’s economic challenges and diverse investment choices, you need a trusted team to turn to who can simplify the investment process. Whether you are just starting an investment plan or want to review an established portfolio, our trusted financial advisors can help you work toward realizing your financial goals. From planning your first home purchase to retirement planning, we’re here for every milestone moment. To schedule your complimentary account review today, please complete the form provided.
- Individual Securities – Stocks and Bonds
- Mutual Funds and Index Funds
Individual and Business Retirement Plans
- IRAs and Roth IRAs
- 401(k) and 403(b) rollovers
- 529 College Savings Plans/Coverdell Education Accounts
- Life Insurance: Term, Whole Life, Variable Universal Life
- Annuities: Fixed and Variable
- Long-Term Care
Financial Planning Assistance
- Starting a New Career: Learn about budgeting your income, expenses, savings, and investment options
- Protecting your Family: Examine your savings, investments, and insurance needs
- Changing Jobs: Review retirement plan options from past and present employees
- Saving for Retirement: Analyze adequate income needs
- Funding College: Determine the appropriate savings tool
- Transitioning to Retirement: Avoid costly mistakes
- Preserving Wealth: Create a lasting legacy
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. SWBC Investment Services, LLC is not affiliated with this institution. FUNDS SHOULD NOT BE CONSIDERED A DEPOSIT OR GUARANTEED BY THIS INSTITUTION, MAY LOSE VALUE, AND ARE NOT NCUSIF INSURED.