Wherever you are in life, we have the financial guidance to help you get to where you want to be financially.
Whether you have questions about a TSP, 401(K) or IRA, life insurance or estate planning, or a college savings plan for your newborn child, Investment and Retirement Services at AFFCU can help.
We have partnered with SWBC Investment Services, LLC to bring you an experienced financial professional who will assist you with your short or long term investment and financial needs. William R. “Tres” Davis, III, SWBC Financial Advisor, has more than seven years of financial service experience and will work with you personally to achieve your financial goals by providing you a full array of investment and insurance options.
Contact Adam Cohen, Client Associate, at 210-376-3688 or firstname.lastname@example.org to schedule your no-obligation appointment today.
William R. “Tres” Davis, III
Toll free: 800.227.5328
Investment and Retirement Services available at AFFCU
1560 Cable Ranch Rd., Ste 200 |San Antonio, TX 78245
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 AFFCU. *NO CREDIT UNION GUARANTEE *NOT NCUSIF INSURED *MAY LOSE VALUE
Retirement Planning Interactive Lessons
Explore important financial planning topics through the AFFCU Financial Education Center. Learn about investment strategies, estate planning and more.