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2023 Gold Canyon Drive
San Antonio, TX
Phone:
  • 210.321.7235
Fax:
  • 866.355.0413

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Flipbooks

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Firstmark Credit Union has partnered with SWBC Investment Services, LLC to offer complete financial services to our members.

Through Firstmark Investment and Retirement Services, located at Firstmark Credit Union, members have a team committed to helping them achieve long-term financial success. With today's economic challenges and diverse investment choices, you need a trusted team who can simplify the investment process and can help you determine your short- and long-term investment needs including retirement and college planning, 401(k) rollovers, portfolio management and overall financial planning.

 

 

 

 

 

 

 

Brian Marchiori, 
Financial Advisor

             

 

 

 

 

 

 

Daniel Espinoza, 
Financial Advisor

           

 

 

 

 

 

 

Carlos Loya, 
Financial Advisor

Located at Alamo Ranch,
Bandera, Culebra, DeZavala, Huebner, Potranco
              Located at Bitters, Gold Canyon, Gulfdate, Mission             Located at Fredericksburg, Jefferson, O'Connor, Zarzamora
                               
210.308.7825               210.308.7826             210.483.6736
bmarchiori@swbc.com               danielespinoza@swbc.com             carlos.loya@swbc.com

 

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