Schedule an Appointment to Talk About Investments

Submit the following form to schedule a no-cost, no-obligation appointment with an RBFCU Investment Professional regarding investments and insurance. You will receive a call from RBFCU Investments Group within one business day to confirm the date, time and location of your appointment. Check the background of these investment professionals on FINRA’s BrokerCheck.

For all other inquiries, please contact the Member Service Center.

Attention RBFCU Investments Group Clients

Some clients received a letter from CBSI dated July 9. Please know that this letter was sent prematurely and with an inaccurate transition date. It is important to know that no action is needed on your part at this time. If you have any questions about the transition to Ameriprise Financial Services, LLC, please reach out to your financial advisor.
Please indicate the topics you would like to discuss with a representative:
How did you learn about us?

Please select your appointment date and time preference:


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). Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment professional. 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. FR-3481008.1-0321-0423