Schedule an Appointment to Talk About Investments

Submit the following form to schedule an appointment with an RBFCU Investments Group financial advisor 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 financial advisors on FINRA’s BrokerCheck.

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

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:


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. Details on how we work together can be found on

Ameriprise Financial is not affiliated with the financial institution or Member Trust Services.

RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.

Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.

Ameriprise Financial is not affiliated with Member Trust Company.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.