Schedule an Appointment to Discuss Wealth Management
Designed specifically for individuals, families and business leaders with significant financial assets1, RBFCU Wealth Management, The Garner Davis Group is here to help you develop a plan to build, manage, preserve and transition your wealth.
To request an appointment regarding our comprehensive wealth management solutions, please complete and submit the following form. Our goal is to respond to you within one business day to confirm appointment details.
For more general investment and financial planning advice, please contact RBFCU Investments Group. For all other credit union-related inquiries, contact the RBFCU Member Service Center.
1RBFCU Wealth Management financial advisors serve RBFCU members who meet specific criteria (e.g., individuals and families with significant existing financial assets). Investment minimums may apply. For more general investment and financial planning advice, please contact RBFCU Investments Group. For other credit union-related inquiries, please contact the RBFCU Member Service Center.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial is not affiliated with the financial institution or Member Trust Services.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC.
RBFCU Wealth Management is a division of RBFCU Investments Group LLC.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
