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Florida Investment Services

Florida 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.

Whether you are just starting an investment plan or want to review an established portfolio, Ken Toops, Financial Advisor, can help you! As the exclusive financial advisor to our members, Ken is available to meet with you to discuss your specific needs. He can be reached at 352.377.4141, ext. 4272, KToops@swbc.comor 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 creating an estate plan, Florida Investment Services can help you achieve your goals. Our full complement of investment and insurance products include: 

Brokerage Services:

  • Individual Securities – Stocks and 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 and employer-sponsored investment plans
  • Protecting Your Family. Examining your overall income, savings, and insurance needs
  • Changing Jobs. Reviewing retirement plan options from past and present employers
  • Saving for Retirement. Analyzing adequate income needs versus expenses
  • Funding College. Determining the appropriate savings tool 
  • Preserving Wealth. Creating a lasting legacy for you and your family

 

Ken_Toops

 

Our Financial Advisor - Ken Toops

Ken is the exclusive financial advisor to Florida Credit Union members and brings more than 10 years of industry experience. His mission is to help you implement and monitor personalized financial plans that are designed to address your specific needs, goals and objectives. Ken will accomplish this through a thoughtful and disciplined approach to investment and risk management and understanding your individual situation.

Contact Ken: 352.377.4141, ext. 4272, KToops@swbc.com

 

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. SWBC Investment Services, LLC is 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.


Check the background of this investment professional on FINRA's BrokerCheck

If you need to place a trade, please call SWBC’s home office operations department at 1-866-884-2605


Supervisory Office:
Mike Klorer
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   I  San Antonio, TX  78216
210. 376.3585 - Office  |  210.635.1203 - Fax  | mklorer@swbc.com  -  Email

SWBC  

 

FCU Mailing Address: P.O. Box 5549, Gainesville, FL 32627   Phone: (800) 284-1144   Email: askfcu@flcu.org  
 
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