Need guidance? Let an experienced Financial Consultant with Credit Union of Texas Investment Services and SWBC Investment Services, LLC assist you in determining your short or long-term investment needs.  We can also help you in managing your current investments and explore new options.

Credit Union of Texas Investment Services and SWBC Investment Services, LLC located at Credit Union of Texas are working together to bring you more investment choices. With today's economic challenges and diverse investment choices, you need a team to turn to who can simplify the investment process and help you work toward realizing your dreams.

  • Financial Consulting
  • Investment Management
  • Mutual Funds
  • 401(k)s
  • Tax Deferred Annuities
  • Wealth Management
  • Estate Preservation Strategies
  • Municipal & Corporate Bonds
  • U.S. Treasuries, Notes & Bonds
  • Online Account Access
  • IRAs
  • Insurance
  • Employee Financial Education

A Financial Consultant is available at your branch to guide you through a diversity of investment choices.  So, call or visit your branch office today to arrange an appointment with your Financial Consultant.

Marcus Stell - Financial Consultant
1020 Gross Road, Mesquite, TX 75149
Serving members at the Dallas, DeSoto, Mesquite, Mountain View, and Rockwall branch offices
(972) 263-9497 ext. 1546

Conrad Bautista - Financial Consultant
601 North Plano Road, Richardson, Texas 75081
Serving members at the The Colony, Irving, Lewisville, Plano, and Richardson branch offices
(972) 263-9497 ext. 1246

CUofTX Investment Services, "more than a source, a solution".

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Score Your Credit Knowledge

Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

More Newsletters →