Get advice you can trust, from a source you
can trust, Southwest Business Corporation Investments Services (SWBCIS), brought to
you by Members Credit Union,. Your SWBCIS representative is Doug Roberts. Mr. Roberts is also a full time employee of MCU, so he will be available to meet with you when it's convenient for you. Mr. Roberts will assist you in preparing for your finacial future by offering customized investment services to fit your individual needs.
Here are just a few of the tools Mr. Roberts
will be able to offer you: |
 Help
with a wide array of advice, strategies and solutions
Customized
long-term investment strategies
No-cost,
no-obligation appointments
Retirement
planning
College
planning
Estate
planning
Tax
advantaged strategies
Asset
management
Insurance solutions
Small
Business benefit plans
Investments
offered include: mutual funds, stocks & bonds, fixed
and variable annuities, business retirement accounts and insurance plans |
