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

 

 

 

 

 

 

 

                                             

 

 

 

 

 

 

 

 

 

 

 

Nadine Hall,
S
enior Licensed Client Associate

 

 

 

 

 

 

 

 

 

 

 

 

512.302.6863

 

nhall@swbc.com