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6420 U.S. Highway 290 East
Austin, TX 78723


We will reply to your email/phone call within two business days.
Phone:
  • (512) 302-6863

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Please feel free to contact us with any questions.

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A+ Federal Credit Union has partnered with SWBC Investment Services, LLC to offer complete financial services to our
members.

Through A+ Wealth Management, located at A+ Federal Credit Union, members have a team committed to helping them
achieve long-term financial success. With today's economic challenges and diverse investment choices, you need a trusted
team who can simplify the investment process and can help you determine your short- and long-term investment needs
including retirement and college planning, 401(k) rollovers, portfolio management, 
and overall financial planning.

 

 

 

 

 

 

 

 

 

 

Ben Coleman
Senior Financial Advisor

 

 

 

 

           

 

 

 

 

 

 

 

 

 

 

 

Jeff Carrol-Freund
Financial Advisor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Located at Connally HS, Main, North, Northwest Hills, Pflugerville

 

 

 

 

           

 

 

 

Located at Cedar Park, Georgetown,
Hendrickson HS, Hutto, Leander, Round Rock, Round Rock HS, Trails @620

 

 

 

 

 

 

 

 

512.302.6817

 

 

 

 

           

 

 

 

512.421.2761

 

 

 

 

 

 

 

 

bcoleman@swbc.com

 

 

 

 

           

 

 

 

jcarrol-freund@swbc.com

 

 

 

 

 

 

 

                                             

 

 

 

 

 

 

 

 

 

 

Shannon Taylor
Financial Advisor

 

 

 

 

 

 

 

 

Nadine Hall
Senior Licensed Client Associate

Located at Akins HS, Bastrop, Bee Cave, 
Buda, San Marcos, San Marcos HS,
Southwest, Stassney

 

512.533.4219

512.302.6863

shannon.taylor@swbc.com

nhall@swbc.com

 

 

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