Investment ServicesThrough Gulf Coast Educators FCU members have an investment team committed to helping them achieve long-term financial success. With today’s economic challenges and various investment choices, you need a trusted team who can simplify the investment process. In addition, we can help with your short and long term investment services needs, including retirement and college planning, 401(k) rollovers, portfolio management and overall financial planning.

 

About Us

ADVICE, GUIDANCE & EDUCATION

Our planning method focuses on advice, guidance, and education in order to provide members with a comprehensive financial plan for all stages of their lives.

Following a well-defined process, we work with you to understand your individual needs, wants and goals and design solutions using a variety of products and services. Combined with proactive support and ongoing monitoring, we are committed to ensuring your complete financial needs are met. Click the button below to visit our Investment Center and learn more about what we have to offer.

Products & Services

PRODUCTS AND INVESTMENT 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
SEP/SIMPLE plans
Traditional/Roth IRAs (or choose GCEFCU’s Premium Market IRA)
Transfers and rollovers

Wealth Accumulation
Financial planning
Asset allocation plans
Investments, mutual funds, bonds and annuities
Portfolio management

College Funding
Estimating future costs
529 Plans
Coverdell Education Savings Accounts

Contact Us

CONTACT US

Paul Carroll
Financial Advisor
Office: 281-925-4140
paul.carroll@swbc.com

Jamie Wisecarver
Licensed Client Associate
Office: 210-376-3929
jamie.wisecarver@swbc.com

 

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.