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.
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.)?
Can I meet with an RBFCU Investments Group financial advisor at my local branch?
Each RBFCU Investments Group financial advisor serves a specific area and these advisors are available to meet with you and assist with your financial needs and planning. If you are ready to meet with an investment professional, schedule an appointment and indicate your area or branch.
Can I meet with an RBFCU Investments Group financial advisor after-hours?
Typically, advisors are available to meet during the hours that our branch locations are open. If you have specific needs regarding your meeting times, please schedule an appointment and add your availability in the comments.
Can an RBFCU Investments Group financial advisor help me with creating a household budget?
While RBFCU Investments Group doesn’t offer personal household budgeting, RBFCU regularly offers a seminar called Credit When Credit is Due, a class covering budgeting, lending, credit reports and investment options. Check our Seminars page for upcoming financial education programs.
Can I choose my RBFCU Investments Group financial advisor?
Specific RBFCU Investments Group financial advisors are available in certain areas, so your advisor may be dependent on where you live or the branch that is most convenient for you.
If you are seeking an advisor with specific expertise (like teacher retirement), please let us know and we can connect you with resources to manage those aspects of your financial portfolio.
Who do your RBFCU Investments Group financial advisors work for?
Our advisors are part of the RBFCU employee team. They are committed to the credit union’s mission of helping you improve your economic well-being and quality of life. Because of this partnership, they look at your finances from a holistic perspective and seek to find options that fit your needs, rather than just looking for products that provide them the best commission.
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