RBFCU Investments Group

Investing in you

RBFCU Investments Group provides guidance and assistance to help you plan for the future. Our trusted 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 planning, general investing or retirement. Schedule a no-cost, no-obligation appointment with an RBFCU Investments Group professional today.

Schedule an appointment

 

What makes RBFCU Investments Group the best option for planning your investments and preparing for the future?

Trust

You’ve put your trust in RBFCU as your credit union. Our RBFCU Investments Group professionals provide the same high level of service and care as the credit union team you’ve come to rely on.

7.0_Investment_BenefitStack_Icon_Trust

Knowledge

You’ll be able to make your financial decisions with guidance from experienced RBFCU Investments Group financial advisors, as well as complimentary seminars.

7.0_Investment_BenefitStack_Icon_Knowledge

Opportunity

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.

7.0_Investment_BenefitStack_Icon_Opportunity

Get started

Schedule a no-cost, no-obligation appointment with an RBFCU Investments Group professional at your local branch. Check the background of these investment professionals on FINRA’s BrokerCheck.

Schedule an appointment

Still have questions? Contact us:

FAQ FAQs

  • 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). Our financial advisors are RBFCU employees.

    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 available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker-dealer in all fifty states of the United States of America. Our financial advisors are RBFCU employees.

  • Are my funds with RBFCU Investments Group insured by the National Credit Union Administration (NCUA)?

    No, funds invested through RBFCU Investments Group are not insured by NCUA. Depending on the type of investments within a personal portfolio, your funds 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
    • Financial and insurance planning
    • Wealth management
    • Charitable giving strategies
    • Education funding
    • Long term care insurance
    • Tax-advantaged investment planning
    • Wealth preservation
  • Can I access my RBFCU Investments Group account through rbfcu.org?

    Yes, a snapshot of your RBFCU Investments Group account is available through RBFCU online banking. To view this summary, log in to your online banking account, then choose the “Investments” tab. If you’re using the RBFCU Mobile app, you can choose the “Investments” button on the main menu.

    If it’s your first time to access this information, you’ll need to set up your access credentials. This page provides a summary of your account only. If you wish to make changes to different investment services you have with RBFCU Investments Group, you’ll need to log in to your CUNA Brokerage Services Inc account or contact your RBFCU Investments Group financial advisor.

  • How long will it take for an RBFCU Investments Group representative 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.

More FAQs

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). 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 available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker-dealer in all fifty states of the United States of America. CBSI-1752480-0417-0519