RBFCU Services
Experience. Guidance. Integrity.
As an affiliate of RBFCU, we’re committed to delivering a financial experience for credit union members that’s built on exceptional guidance and unwavering integrity. Discover the difference we can help make in your life.
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Expertly curated. Thoughtfully written. Created for you.
EXPERIENCE magazine is more than a quarterly publication — it’s your trusted financial resource. Published by RBFCU Services, every issue is packed with timely articles, each one written with credit union members — and their financial futures — in mind.
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Winter Edition 2025
- The “Hidden” Costs of Retirement
- Auto Theft: Guard Against the Threat
- Business and Commercial Insurance Solutions Made Simple
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Fall Edition 2025
- A Bolder Second Act: Retiring with Style
- Medicare Coverage: 65 and Still Working?
- Protect Yourself While Traveling
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Summer Edition 2025
- Reinventing Retirement: Toward a More Gradual Approach
- Why Life and Long-Term Care Insurance Matter
- Estate Sales: Tips and Tricks
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Meet our leaders
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“At the heart of RBFCU Services is a commitment, through the CUSOs, to deliver financial information and solutions that support members’ evolving needs.
We help members go beyond their core credit union experience to align their goals and values. Why? Because we believe strongly in RBFCU’s mission to improve our members’ economic well-being and quality of life.”
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“Working together, our staff brings insights and ideas to members in ways that feel natural and helpful — including through our digital articles and magazine, as well as our seminars and webinars.
Simply put, we seek to meet people where they are on their personal financial journeys — and help nurture them in ways that are both meaningful and convenient.”
At RBFCU Services, our primary function is to serve as an umbrella for the Credit Union Service Organizations (CUSOs). In this role, it reflects RBFCU’s philosophy of “people helping people.” Across the CUSOs, our shared goal is to expand member access to a wide range of financial tools, product solutions, resources and services to fit their respective lifestyles and budgets across their lifetimes.
Benefits offered through RBFCU Services and our affiliate companies include:
Insurance
Get the home, auto, renters and commercial insurance you need at a great price with the excellent service you’ve come to expect from your favorite credit union! Discover how our licensed, professional insurance agents can help you find affordable rates on the coverage you need. Get a FREE quote in minutes.
Insurance
Get the home, auto, renters and commercial insurance you need at a great price with the excellent service you’ve come to expect from your favorite credit union! Discover how our licensed, professional insurance agents can help you find affordable rates on the coverage you need. Get a FREE quote in minutes.
This page was last updated in January 2026.
DISCLOSURES
RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU).
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.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them 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 Members Trust Company.
Ameriprise Financial cannot guarantee future financial results.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, is a division of RBFCU Investments Group LLC.
RBFCU Retirement Program, a financial advisory practice of Ameriprise Financial Services, LLC, is a division of RBFCU Investments Group LLC.
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.
Insurance products are offered through RBFCU Insurance Agency LLC, a wholly-owned subsidiary of RBFCU Services LLC and an affiliate of Randolph-Brooks Federal Credit Union (RBFCU). RBFCU Insurance Agency LLC is operated by Banc Insurance Agency. Business conducted with RBFCU Insurance Agency LLC is separate and distinct from any business conducted with RBFCU. Insurance products are not deposits; are not obligations of RBFCU; are not NCUA insured; are not issued by or guaranteed by RBFCU or any other affiliate, and may lose value. Any insurance required as a condition of the extension of credit by RBFCU need not be purchased from RBFCU Insurance Agency LLC but may, without affecting the approval of the application for an extension of credit, be purchased from an agent or insurance company of the member’s choice.
RBFCU Trust Services is a division of RBFCU Investments Group LLC. RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.
Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity and involve investment risks, including the possible loss of principal.
This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.