City & Police Federal Credit Union

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About us

City & Police Federal Credit Union, in partnership with SWBC Investment Services, LLC, is committed to helping our members achieve their financial goals. This strategic partnership offers our members access to a full range of investment and insurance services. Our team can help simplify the investment process and help you manage your financial goals.  

Whether you are just starting an investment plan or want to review an established portfolio, David Rice, SWBC Financial Advisor at City & Police, can help you! As the exclusive financial advisor to our members, David is available to meet with you to discuss your financial needs. He can be reached at 904-510-4188, drice@swbc.com, or visit your local branch office today to arrange an appointment.

OUR PRODUCTS AND SERVICES

Whether you’re planning for retirement, buying your dream home, saving for a college, or leaving a legacy, City & Police Investment Services can help you achieve your goals. Our full complement of investment and insurance products include:

Brokerage Services

  • Individual Securities – Stocks & Bonds
  • Mutual Funds
  • Annuities

Individual and Business Retirement Plans

  • IRAs, Roth IRAs
  • 401(k), 403(b) rollovers
  • College Savings Plans
  • Portfolio Review and Evaluation

Insurance

  • Life Insurance: Term, Whole Life, Variable,
    Universal Life
  • Annuities:  Fixed and Variable
  • Long-Term Care

Financial Planning Assistance

  • Starting a new career: Assisting with budgeting income, expenses, savings and investments options
  • Protecting your family: Examining your savings, investments, and insurance needs
  • Changing Jobs: Reviewing retirement plan options from past and present employers
  • Saving for Retirement: Analyzing adequate income needs 
  • Funding College: Determining the appropriate savings tool 
  • Transitioning to Retirement: Avoiding costly mistakes
  • Preserving Wealth: Creating a lasting legacy

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 this institution. FUNDS SHOULD NOT BE CONSIDERED A DEPOSIT OF INSTITUTION, ARE NOT OBLIGATIONS OF, OR GUARANTEED BY THIS INSTITUTION OR ANY OF ITS AFFILIATED ENTITIES, MAY LOSE VALUE, AND ARE NOT NCUSIF INSURED.
Check the background of this investment professional on FINRA's BrokerCheck.

 

Supervisory Office:
Chris Davis
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   I  San Antonio, TX  78216
210. 321.7357 - Office  I  210.635.1203 - Fax  I  cdavis@swbc.com -  Email

 

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