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Phone:
  • 800.259.2471 ext. 533
Fax:
  • 877.655.1804

Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Videos

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Jefferson Financial Federal Credit Union & SWBC Investment Services
Working Together as a Team
 


Jefferson Financial Federal Credit Union and SWBC are working together to bring you more investment choices through Jefferson Financial Investment Services. At Jefferson Financial Investment Services, we are committed to providing peace of mind through sound financial guidance. We can help you answer important questions while avoiding common mistakes, including:

  • How much do I need to save to retire comfortably?
  • Am I maximizing my investment returns?
  • What investment choices are available?
  • What is the best strategy regarding my 401(k), DROP, or Deferred Comp plan?
  • Do I have enough insurance to protect and provide for my family?
  • Am I properly diversified?

 

For all your investment needs, contact Eric Hebert today at 800.259.2471 ext. 533 or ehebert@swbc.com!

 

 

 

  

 

 

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