hero-image

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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

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

 

 

 

 

 

 

35

 

bcoleman@swbc.com

 

 

 

 

     

 

 

 

 

 

jcarrol-freund@swbc.com

 

 

 

 

 

 

 

                                           

 

 

 

 

 

 

 

 

 

 

Shannon Taylor
Financial Advisor

 

 

 

 

 

 

 

 

Nadine Hall
Senior Licensed Client Associate

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

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

512.421.2835

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