Financial Consulting

Do you need assistance planning your retirement, your estate, your children’s education, with life insurance or investing in 401(k)s, IRAs and SEPs? Investment services are available at Chocolate Bayou through SWBC Investment Services, a registered broker/dealer and member SIPC. Call Paul Grover at 281.851.6508 to set up an appointment today, or, e-mail: pgrover@swbc.com. Paul’s fax is 877.316.6851.

Read Paul Grover’s article asking: Is it time for life insurance?

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

invcompliance@swbc.com

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.