Firstmark Investment & Retirement Services Expands to New Market

Share Article

Firstmark Investment and Retirement Services is pleased to announce its new name and expansion of its services to Fredericksburg, Texas.

Firstmark Credit Union

In today’s market, our members want to be able to make informed decisions about their investment options,” said Michael Grundon, SVP and Chief Financial Officer for Firstmark Credit Union.

Firstmark Investment and Retirement Services is pleased to announce its new name and expansion of its services to Fredericksburg, Texas. Through its partnership with SWBC Investment Services, Firstmark Credit Union members can access personalized financial advising through Firstmark Investment and Retirement Services.

Financial Advisors Daniel Espinoza and Brian Marchiori work with their clients to design customized financial plans that address short- and long-term needs. They can offer members a wide array of products and services including Mutual Funds, Annuities, 529 College Plans, IRAs & Roth IRAs, Insurance, and Long-Term Care and Disability.

“In today’s market, our members want to be able to make informed decisions about their investment options,” said Michael Grundon, SVP and Chief Financial Officer for Firstmark Credit Union. “Our partnership with SWBC, Daniel, and Brian is a critical component in providing value added services and resources for our membership.”

In conjunction with the investment program rebrand, Firstmark Credit Union members who utilize the Fredericksburg location will now be able to meet with advisor Brian Marchiori weekly.

Members may contact Daniel Espinoza at 210.308.7826 or danielespinoza(at)swbc.com and Brian Marchiori at 210.308.7825 or bmarchiori(at)swbc.com. You can learn more about Firstmark Investment and Retirement Services at http://www.firstmark-investments.org.

About Firstmark Credit Union

Firstmark Credit Union has been helping people achieve financial success for more than 80 years. Founded in 1932 by ten teachers within San Antonio Independent School District, Firstmark has grown their original $475 investment to over 100,000 members and over $1 billion in assets. While a lot has changed in over 80 years, Firstmark’s common purpose of helping people to better their lives and small businesses still continues. For more information, visit https://www.firstmarkcu.org or call (210) 342-8484.

About SWBC

Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. For more information, visit SWBC’s website at http://www.swbc.com. Securities offered through SWBC Wealth Management a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Mark Leita
Firstmark Credit Union
+1 (210) 308-7899
Email >
Visit website