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:
Individual Securities – Stocks and Bonds
Individual and Business Retirement Plans:
IRAs, Roth IRAs
401(k), 403(b) rollovers
College savings plans
Portfolio review and evaluation
Life Insurance: Term, Whole Life, Variable, Universal Life
Annuities: Fixed and Variable
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
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
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 I San Antonio, TX 78216
210. 376.3585 - Office | 210.635.1203 - Fax | email@example.com - Email