Business Accounts Business Savings Business Checking SWBC Investment Services 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. No monthly maintenance fee Federally insured up to $250,000 by the NCUA Free money management tools Nation-wide account access with shared-branching Free ATM Card Low opening deposit and minimum balance – just $5 View Rates Business Checking We’re serious about small business. Our premium checking account is here to help businesses affordably manage expenses: Free Mastercard® Debit Card with chip technology Free ATM card Unlimited check writing Earn unlimited cash back with CardCash™ Low cost (just $5/month) Nation-wide account access with shared-branching Earn dividends on monthly balances of $50+ No minimum balance fees or requirements Free money management tools Monthly statements 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 firstname.lastname@example.org or contact Ashley Nichols, Licensed Client Associate, at 210.376.3110 or email@example.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 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 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.