SWBC Investment Services & Financial Planning

As a Florida Credit Union member, you are invited to receive a free consultation at your convenience to discuss your personal investments in detail. To learn more about how to invest in your future, contact Ken Toops, Financial Advisor with SWBC Investment Services located at Florida Credit Union today.


Ken Toops

Financial Advisor
SWBC Investment Services, LLC


SWBC Support Services:

  • Retirement
  • College Savings Plans
  • Estate Planning
  • Trust Services
  • Long-Term Care
  • Financial Consulting
  • 401k Rollovers
  • Stocks and Bonds

Click here for more information.

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. 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 INSTITUTION, ARE NOT OBLIGATIONS OF, OR GUARANTEED BY THIS INSTITUTION OR ANY OF ITS AFFILIATED ENTITIES, MAY LOSE VALUE, AND ARE NOT NCUSIF INSURED.

Supervisory Office: 
Chris Davis, SWBC Investment Services, LLC, 9311 San Pedro, Suite 600 | San Antonio, TX 78216 
Office (210) 321-7357 | Fax (210) 581-1672 | Email invcompliance@swbc.com
If you need to place a trade, please call SWBC's home office operations department at (866) 884-2605



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