Meet Your Financial Advisors
Our RBFCU Investments Group financial advisors provide the experience, knowledge and dedication you expect when it comes to helping you manage your investments.
Check the background of these financial advisors on FINRA’s BrokerCheck.
Find a financial advisor by location:
San Antonio | Austin | Corpus Christi |
Dallas-Fort Worth | Virtual Advisory Center
Have you considered working with a financial advisor virtually?
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.
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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.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Federally Insured by NCUA. Equal Housing Lender.
