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.
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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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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Spring Edition 2025
- Hard Choices: Special Needs and Estate Planning
- Saving for Both College and Retirement
- Avoid Common Household Accidents
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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:
Investments
From investment strategies and solutions to wealth management advice, our financial advisors are here to help you prepare for the future with more confidence. Plus, we offer distinct retirement planning services tailored to Texas K-12 faculty and staff.
Insurance
Get the coverage you need at a great price with the excellent service you’ve come to expect from your favorite credit union! Our licensed, professional insurance agents are here to help.
Trust services
Tackle common estate planning goals with guidance from our trust administrators. From helping you explore trust options to supporting your beneficiaries with estate settlement, we offer insights and resources.
Appraisal
Make more informed real estate decisions with the help of a professional property appraiser. They can provide an objective estimate of a home’s value, which is useful information for buyers and sellers alike.
Title services
Our team is licensed to offer title settlement services on Texas properties in ways that support buyers, sellers, builders, lenders and other real estate professionals in their realty transactions.
Learn more about financial topics
Our editorial team produces articles for the following companies and publishes them via rbfcu.org:
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How is RBFCU Services connected with RBFCU?
An affiliate of RBFCU, RBFCU Services LLC was established to expand the range of financial product solutions, services and strategies available to credit union members.
RBFCU Services is an umbrella for the Credit Union Service Organizations (CUSOs), often referred to as affiliate companies or limited liability companies (LLCs).
Each day, team members across the CUSOs and RBFCU Services collaborate to provide members with a variety of options to help advance their financial well-being as well as personal and professional goals.
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Is RBFCU Investments Group part of RBFCU?
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).
RBFCU Investments Group financial advisors are registered representatives of Ameriprise Financial Services, LLC and employees of RBFCU.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
RBFCU offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.
Through our relationship with Ameriprise Financial, you have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance and annuities, and much more.
Ameriprise Financial Services, LLC and its affiliates are entities separate from, and not affiliates of, RBFCU.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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What are the Credit Union Service Organizations (CUSOs)?
The Credit Union Service Organizations (CUSOs) are a group of companies affiliated with RBFCU. The primary umbrella is RBFCU Services LLC.
This page was last updated in December 2025.
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.
