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Shell FCU Introduces Retirement, Trust & Investment Services
Tuesday, September 16, 2014 6:25 AM

Continuously giving back to its communities, Shell FCU 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 says it has revitalized its financial services program to enhance services offered.

According to credit union officials, 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. Jon Reece Thompson will serve as Shell Retirement, Trust & Investment Services’ financial advisor. A fully registered, licensed and experienced investment and retirement planning professional, Reece has more than 20 years of experience.