RBFCU Investments Group
Invest in your future with more confidence
With financial planning services available for every life stage — from the start of your career through retirement, count on us to help you make more informed financial choices.
Advance your financial goals
Tell us what matters most to you.
Retirement
Create and fund the retirement of your dreams — be it one full of rest, travel or new adventures.
Personal
Prepare for major home, auto or travel purchases by saving and investing your money more strategically.
Education
Set aside funds to cover education costs for younger family members — or to fund your professional growth.
Family
Work toward building generational wealth to share with loved ones or your community.
Services
- Financial planning
- Retirement planning
- Asset allocation
- Estate planning strategies
Investment Products
- Individual Retirement Accounts (IRAs)
- 401(k) and pension rollovers
- Mutual funds
- Annuities
- College savings plans
Insurance Products
- Whole life insurance
- Term life insurance
- Long-term care insurance
Trust
Work with an RBFCU Investments Group financial advisor, part of a team committed to providing the same high level of service, care and integrity as the credit union upon which you’ve come to rely. (Check the background of our investment professionals on FINRA’s BrokerCheck®.)
Knowledge
Grow your financial planning knowledge and confidence through free financial education events and other helpful resources, including online calculators.
Opportunity
Create a custom plan with our investment strategies and solutions. For added convenience, visit the Virtual Advisory Center or explore our free digital tools.
Review your investments with ease
With RBFCU Investments Group, it’s easy to keep an eye on your finances.
Online Banking Just Got Better With Ameriprise Financial Services, LLC
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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.
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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.
Page last updated December 2023.
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.
Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.
Ameriprise Financial is not affiliated with the financial institution.
Ameriprise Financial cannot guarantee future financial results.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Federally Insured by NCUA. Equal Housing Lender.
