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SWBC Investment Services partners with InvesTex Credit Union

SWBC Investment Services is pleased to announce the addition of financial advisor Jason Stepanik, CIMA®, at InvesTex Credit Union. Stepanik will work exclusively with InvesTex members to create and monitor their personalized financial plans. Stepanik can offer members a wide array of products and services including retirement income planning, financial planning, mutual funds, stocks, bonds, …

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