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  • CoastlineFCU: RT @JDRFNorthFL: A huge thanks to @CoastlineFCU for the support of JDRF! Great seeing you twice in one week :)
  • CoastlineFCU: A five-year new-car loan averages 4.9% at banks, vs. 3.5% at credit unions, reports Informa Research Services.

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Coastline Investment Services

Coastline Federal Credit Union has teamed up with SWBC Investment Services, LLC to bring you more investment options through Coastline Investment Services. 

Products and Services

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

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!

SWBC Investment Services, LLC

* Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. WBC 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

  • Apply by phone
    (800) 444-1811
  • Apply in person
    at a branch

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The loan calculator is for illustrative purposes only and we do not guarantee its accuracy. When addressing your individual financial circumstances please consult qualified professionals. Rates and Terms will change based on age of collateral and individual credit standing.

Effective October 3, 2008, your savings are insured with the highest combination of federal/private share savings deposit insurance available…$500,000 for individual share accounts, $500,000 for joint accounts and $500,000 for Individual Retirement Accounts. ESI provides members up to $250,000 in coverage, in addition to the standard $250,000 of share deposit insurance protection from the National Credit Union Administration (NCUA) an agency of the federal government.