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 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
SEP/SIMPLE plans
Traditional/Roth IRAs
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
Cesar Olivares |
Jennifer Robbins |
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.