Schedule an Appointment

Let us help you map out your financial journey

RBFCU Investments Group’s knowledgeable advisors are available to provide the resources and information you need to successfully manage your assets and prepare for the future.

Schedule a no-cost, no-obligation appointment with an RBFCU Investments Group professional at your local branch.

Start the process

How to prepare for your appointment with an RBFCU Investments Group financial advisor

1. Identify your goals

Ask yourself a few questions before meeting with your advisor:

  • How do I want to make my money work for me?
  • Do I have specific areas that I would like to improve?
  • Am I on the same page with my partner or others who might have input regarding my finances?

2. Bring your paperwork

To give your financial advisor a good idea of your financial standing and your future goals, bring documentation on your current investments, life insurance policies and retirement plans. You may also want to bring information about your assets, income and liabilities.

3. Consider your questions

Delving into your finances can be overwhelming. Having questions prepared can help you remember to cover important areas with your advisor during the meeting.

  • Do you want your advisor to provide guidance on monthly cash flow?
  • Do you have questions about different financial tools you could use to prepare for the future (mutual funds, annuities, life insurance, etc.)?


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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