Through Gulf Coast Educators Investment Center, located at Gulf Coast Educators Federal 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 including retirement and college planning, 401(k) rollovers, portfolio management and overall financial planning.
ADVICE, GUIDANCE & EDUCATION
Our planning method focuses on advice, guidance, and education in order to provide clients a comprehensive financial plan for all stages of their lives.
Following a clearly-defined process, we work with you to understand your individual needs, wants and goals and design solutions utilizing a variety of products and services. Combined with proactive support and ongoing monitoring, we are committed to ensuring your complete financial needs are met.
Products & Services
PRODUCTS AND SERVICES
We offer products and services to help individuals and businesses prepare for short- and long-term financial needs.
Retirement – IRAs
401(k) and 403(b) rollovers
Transfers and rollovers
Asset allocation plans
Investments, mutual funds, bonds and annuities
Estimating future costs
Coverdell Education Savings Accounts
1-800-527-0066 ext. 17235
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with Gulf Coast Educators Federal Credit Union. Funds should not be considered a deposit of or guaranteed by this institution, may lose value, and are not NCUA/NCUSIF Insured.