Beacon and SWBC Investment Services
Working Together as a Team
Beacon has partnered with SWBC Investment Services, LLC to offer complete financial services to our members and help 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.
From helping establish an IRA to developing a comprehensive plan for a multi-million dollar estate to simply reviewing your portfolio, we will work with you to help you clearly identify your goals and create customize a portfolio.
OUR FINANCIAL ADVISOR – PAUL GROVER
Paul has been serving as a financial advisor for more than 25 years. He has earned the trust and respect of his clients by identifying their needs and creating custom-designed investment solutions.
Whether your financial needs are short- or long-term, Paul will help you work toward your goals by providing quality products and services tailored for you.
He is dedicated to providing you with the very best service and support. For more information and to schedule an appointment, contact Paul today at 281.851.6508 or email@example.com.
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 I San Antonio, TX 78216
210. 376.3585 – Office I 210.635.1203 – Fax I firstname.lastname@example.org – Email
Check the background of this investment professional on FINRA’s BrokerCheck.
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 this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured. Neither SWBC Investment Services, LLC nor the financial professional provide tax advice. Please consult your tax professional for tax advice.