Business Accounts

Business Savings

A secure place to stash your money. Whether you’re saving for an emergency or a rainy day – our basic savings account can help you.

Business Checking

We’re serious about small business. Our premium checking account is here to help businesses affordably manage expenses:

eStatements are available at no additional cost! Mailed statements available for $3/month.

SWBC Investment Services

Chocolate Bayou Credit Union, 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, Paul Grover, SWBC Financial Advisor at Chocolate Bayou Credit Union, can help you! As the exclusive financial advisor to our members, Paul is available to meet with you to discuss your financial needs.

Our Products and Services

Whether you’re planning for retirement, buying your dream home, saving for a college, or leaving a legacy, SWBC Investment Services can help you achieve your goals. Our full complement of investment and insurance products include:

College Funding

  • Estimating future costs
  • Savings plans
  • Coverdell Education Savings Accounts

Retirement – IRAs

  • 401(k) and 403(b) rollovers
  • IRAs
    • Simplified Employee Pension (SEP)
    • SIMPLE
    • Traditional
    • Roth
    • Transfers and rollovers

Wealth Accumulation

  • Financial planning
  • Asset allocation plans
  • Investments, mutual funds, bonds and annuities
  • Portfolio management
  • Retirement planning

Legacy and Estate Planning

  • Long-term care
  • Estate planning
  • Review of existing trusts
  • Philanthropic gifting for tax planning
  • Life insurance review
  • Asset and estate protection
  • Second-to-die insurance for estate taxes

You can reach Paul at 281.851.6508 or pgrover@swbc.com or contact Ashley Nichols, Licensed Client Associate, at 210.376.3110 or ashley.nichols@swbc.com.

Supervisory Office:
Chris Davis
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 • San Antonio, TX  78216
(210) 321-7357  Office • (210) 581-1672  Fax
invcompliance@swbc.com

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 Chocolate Bayou Community FCU. NO CREDIT UNION GUARANTEE. NOT NCUSIF INSURED. MAY LOSE VALUE.

Check the background of this investment professional on FINRA’s BrokerCheck.