18211 Katy Freeway
Houston, TX 77094
Phone:
Jamie Wisecarver, Director of Wealth Management
210.376.3929
Fax:
210.525.9461
E-mail:
Members Choice Credit Union has partnered with SWBC Investment Services, LLC to offer comprehensive financial services to our members.
Through Members Choice Investment Services, located at Members Choice 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.
Check the background of this investment professional on FINRA's BrokerCheck.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.