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

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Shannon Taylor
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

 

 

 

 

 

 

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

512.302.6817

 

 

 

 

 

 

 

512.421.2761

 

 

 

 

 

 

512.421.2835

bcoleman@swbc.com

 

 

 

 

 

 

 

jcarrol-freund@swbc.com

 

 

 

 

 

 

shannon.taylor@swbc.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Nadine Hall
Senior Licensed Client Associate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Scott Slutzky
Licensed Client Associate

 

 

 

 

 

 

 

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

 

 

 

 

 

 

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

 

 

 

 

 

 

 

512.302.6863

 

 

 

 

 

 

512.302.6844

 

 

 

 

 

 

 

nhall@swbc.com

 

 

 

 

 

 

scott.slutzky@swbc.com

 

 

 

 

 

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