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Shell Retirement, Trust & Investment Services* offers personalized retirement, insurance and investment strategies 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 your financial advisor is a fully registered, licensed and experienced investment and retirement planning professional who cares about
Jon Reece Thompson
Serving Shell FCU Members from the Deer Park, Pasadena, LaPorte,
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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
*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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.