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Coastline Investment Services |
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Coastline Federal Credit Union has teamed up with SWBC Investment Services, LLC to bring you more investment options through Coastline Investment Services. With today's economic challenges and diverse investment choices, you need a team to turn to who can simplify the investment process and help you work toward realizing your dreams.
Whether you are starting an investment plan or just want to review your portfolio, let Della Faulkner, Financial Consultant with Coastline Investment Services, assist you in determining your short and long term investment needs. Della is the exclusive Financial Consultant to the members of Coastline Federal Credit Union. To begin working towards your financial goals, contact Della at 904.346.1700 x 110 dfaulkner@swbcinvestments.com, or visit your local branch office today to arrange an appointment.
We look forward to continuing to help you reach your financial goals! |
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Meet Della! |
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Della Faulkner
Financial Consultant
Coastline Investment Services
4651 Emerson Street
Jacksonville, FL 32207
OFFICE : 904.346.1700 x 110
800.444.1811 x 110
dfaulkner@swbcinvestments.com |
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Our Products and Services |
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You’ve heard it time and time again. The best time to invest in tomorrow is today. But with the demands and cost of living today, it may seem there’s not enough time or money left for investing. We can help. Whether it is planning for retirement, buying your dream home, saving for a college fund, or leaving a legacy, Coastline Investment Services will help you achieve your goals. Through Coastline Investment Services you have access to a full array of investment and insurance products.
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Investments
- Brokerage Services
- Mutual Funds
- Annuities
- Individual and Business Retirement Plans
- IRAs, Roth IRAs
- 401(k), 403(b) rollovers
- College Savings Plans
- Portfolio Review and Evaluation
Insurance
- Insurance: term, whole life, variable, universal life
- Annuities: fixed and variable
- Long-term care
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Life Events
- Starting out with a new career. Budgeting income, expenses, savings and investments.
- Protecting your family. Whether you’re getting married or starting a family, it’s a good time to review your savings, investments and insurance needs.
- Changing Jobs. When you move or change jobs, review your retirement plan options from your past and present employers to ensure they all fit your financial profile.
- Saving for Retirement. How much income will you need in retirement?
- Saving for College. With rising education costs, are you investing for that future anticipated need?
- Transition to Retirement. Make the most of living in retirement while avoiding costly mistakes.
- Preserving Wealth. Do you plan to pass on your estate to the ones you love. We can show you how!
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SWBC Investment Services, LLC |
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Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. SWBC Investment Services, LLC is not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.
Supervisory Office:
Allen Barton
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 I San Antonio, TX 78216
(210) 321-7296 Office I (210) 525-9461 Fax
compliance@swbcinvestments.com |
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