RBFCU Investments Group
Investing in you
RBFCU Investments Group provides guidance and assistance to help you plan for the future. Our financial advisors provide services that help you look toward the future and ensure your finances are ready for each stage of life, whether you’re considering college funding, general investing or retirement. Schedule a no-cost, no-obligation initial consultation with an RBFCU Investments Group financial advisor today.
What makes RBFCU Investments Group the right option for planning your investments and preparing for the future?
You’ve put your trust in RBFCU as your credit union. Our RBFCU Investments Group financial advisors provide the same high level of service and care as the credit union team you’ve come to rely on.
You’ll be able to make your financial decisions with guidance from experienced RBFCU Investments Group financial advisors, as well as complimentary seminars.
RBFCU Investments Group makes a wide variety of investment options and resources available so you can choose the ones that best fit your needs — both for today and for the future.
Schedule a no-cost, no-obligation initial consultation with an RBFCU Investments Group financial advisor at your local branch. Check the background of these investment professionals on FINRA’s BrokerCheck.
We have a dedicated, virtual team of financial advisors here to fully support your financial planning needs.
What you can expect
- Shared knowledge on a wide range of insurance and investment products
- Online goal tracking capabilities that help you to plan and accomplish your goals
- A team that is equipped to develop solutions for your more complex needs
- Personalized service online and over the phone
If you prefer a virtual approach, conveniently schedule an appointment with your virtual team today.
Am I saving enough for retirement?
How much can I contribute to my retirement plan?
How long will it take to reach my savings goal?
Should I pay off debt or invest in savings?
Still have questions? Contact us:
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 offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.
Through our relationship with Ameriprise, you will 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Are my investments insured by the National Credit Union Administration (NCUA)?
No, investments are not insured by NCUA. Depending on the type of investments within a personal portfolio, they may be insured by other agencies.
What financial planning services does RBFCU Investments Group offer?
RBFCU Investments Group offers a wide variety of investment planning services, including:
- Retirement planning
- Comprehensive financial guidance
- Estate planning strategies
- Wealth management
- Charitable giving strategies
- Education funding
- Long-term care insurance
- Tax-advantaged investment planning
- Wealth preservation
Can I access my investment account online?
To view your investment accounts:
- Sign in to your Online Banking account.
- Under the “View Accounts” tab, click on the account under the “Investments” section.
This page provides a summary of your account only. If you wish to make changes to different investment services, contact your RBFCU Investments Group financial advisor.
You can also use the secure site on ameriprise.com. It allows you to check balances, access online statements and e-Delivery, pay bills, communicate securely with your advisor and more.
How long will it take for an RBFCU Investments Group financial advisor to contact me?
Once a request has been made to meet with an RBFCU Investments Group financial advisor, we will contact you within two business days to schedule an initial meeting and learn more about your goals.
Investments 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.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial is not affiliated with the financial institution.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.