Introducing Shell retirement, trust & investment services
DEER PARK, TX (August 2014) — Continuously giving back to its communities, Shell Federal Credit Union has provided financial assistance and community outreach to thousands. With positive support, interest rate reduction and debt consolidation, Shell FCU has helped individuals pay off debt and start saving. As a continued endeavor to encourage saving and retirement planning, Shell FCU has revitalized their financial services program to enhance services offered.
Shell Retirement, Trust & Investment Services* now offers personalized retirement, insurance and investment solutions designed to help realize a lifetime of financial security. Services include 401(k)/Pension Rollovers, Retirement Planning, Education Funding, Mutual Funds, Life Insurance, Long-Term Care Insurance, Wealth Management, Trust Services and more. Best of all appointments are at no-cost and no-obligation.
For most people, achieving and maintaining financial strength is a lifetime pursuit. With Shell Retirement, Trust & Investment Services the financial advisor is a fully registered, licensed and experienced investment and retirement planning professional who cares about people, and is dedicated to helping them build financial strength and security for life.
Serving as Shell Retirement, Trust & Investment Services’ Financial Advisor and assessable resource is Jon Reece Thompson. With 20 years of experience, Jon is known for his expertise in College Planning, Retirement Planning Strategies and Retirement Spending Strategies. His approach is educational to listen to the needs of his clients and provide tools assisting with known and unknown goals and risks. Jon’s consultations are no pressure, as he lets his clients take control of the decision making. When he’s not building futures, Jon enjoys CrossFit, photography and woodworking. To schedule a no-cost, no obligation appointment with Jon, call (713) 844-1159 or email firstname.lastname@example.org.
While the name and logo are different, rest assured that all former MEMBERS Financial Services client relationships will remain the same. Shell Retirement, Trust & Investment Services will provide the same extraordinary service Shell FCU is known for. The commit to assist in saving and retirement planning is authentic, as Texans prepare for any financial journey they face. Savings, Service and Support from a name you can trust.
Establishing a loyal and steadfast commitment to their communities, Shell FCU has improved the lives of thousands through service excellence, community outreach and lasting financial solutions for all stages in life for more than 75 years. Following the credit union philosophy of People Helping People, Shell FCU is dedicated to serving and giving back to their communities. Anyone who lives, works, worships or attends school in Harris County is eligible to bank with Shell FCU.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust Services are provided through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.