RBFCU Investments Group

Investing in you

RBFCU Investments Group provides guidance and assistance to help you plan for the future. Our 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 right option for planning your investments and preparing for the future?

Hands shaking

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.

Brain

Knowledge

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

Hand selecting options

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.

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

Calculators

  • Am I saving enough for retirement? Am I saving enough for retirement?
  • How much can I contribute to my retirement plan? How much can I contribute to my retirement plan?
  • How long will it take to reach my savings goal? How long will it take to reach my savings goal?
  • Should I pay off debt or invest in savings? Should I pay off debt or invest in savings?

Still have questions? Contact us:

FAQ FAQs

  • Can I access my RBFCU Investments Group account online?

    To view your RBFCU Investment Group accounts:
    1. Sign in to your Online Banking account.
    2. 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 you have set up with RBFCU Investments Group, you’ll need to sign in to your CUNA Brokerage Services, Inc. account or contact your RBFCU Investments Group financial advisor.

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).

RBFCU Investments Group Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2022545.1-0218-0320