Wealth Management

Financial guidance you need from people who care

When you need additional support for your finances, RBFCU Wealth Management can give you the financial strategies and advisory services you need to build and maintain your assets. These wealth management services are offered through RBFCU Investments Group.

Check the background of these financial advisors on FINRA’s BrokerCheck.


Why choose RBFCU Wealth Management?

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Strategic planning

Our financial advisors continually review strategies to help preserve and grow your wealth responsibly. They use your goals as a road map while navigating the evolving investment environment and reviewing your portfolio.

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Personalized service

RBFCU Wealth Management financial advisors tailor a financial plan to fit your needs, keeping your short-term and long-term goals in mind. By understanding and prioritizing the goals most important to you, our financial advisors help you work toward your objectives.

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Shared resources

People seeking wealth management assistance often have complex business and personal interests. RBFCU Wealth Management consists of a team of trusted financial advisors that can give you specialized guidance related to your needs.

 


Meet our Financial Advisors

Calculators

  • Am I saving enough for retirement?
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  • Which account will provide the most retirement income?
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  • What will my income be after I retire?
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  • What investments can I use to save for college?
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  • What option is best for estate planning?
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FAQs

  • Does your Wealth Management group offer legal services?
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    Trust services are available through an affiliate program. If you are interested in establishing a trust, please specify when scheduling your Trust Services appointment.

  • Are there fees to use your Wealth Management service?
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    You can schedule an initial consultation with an RBFCU Wealth Management financial advisor at no cost and no obligation to you.

    In the future, management costs may apply depending on the Wealth Management services you choose.

  • How long will it take for an RBFCU Investments Group financial advisor to contact me?
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    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.

  • Can I meet with an RBFCU Investments Group financial advisor at my local branch?
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    Each RBFCU Investments Group financial advisor serves a specific area and is available to meet with you and assist with your financial needs and planning.

  • Are my investments insured by the National Credit Union Administration (NCUA)?
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    No, investments are not insured by NCUA. Depending on the type of investments within a personal portfolio, they may be insured by other agencies.

Investment products are not federally or NCUA-insured, 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 is not affiliated with the financial institution or Member Trust Services.

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

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

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

Ask RBFCU