Fridays aren’t your average end-of-the-workweek days at Chocolate Bayou – they are Financial Fridays where members can meet with a financial adviser to plan investment strategies.
Paul Grover, from SWBC Investment Services, is at the Alvin office each Friday to assist members with the ins-and-outs of their investment goals and objectives. His consultations are complimentary.
Paul is available to help members create a personal financial strategy using financial products, services, investments, annuities and insurance. He is a registered representative with over 14 years experience who can help guide your ideas for Financial Security into Financial Reality.
- Retirement Planning
- Paying for a college education
- Estate Planning
- 401K/pension rollovers
- Insurance Planning
- Mutual Funds
To arrange for a complimentary financial consultation, stop by any Friday or call or e-mail 281.851.6508 or firstname.lastname@example.org
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 • San Antonio, TX 78216
(210) 321-7357 Office • (210) 581-1672 Fax
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.