Wealth Management

Financial guidance you need from people who care

When you need additional support for your finances, our Wealth Management group can give you the financial strategies and advisory services you need to build and maintain your assets.

The RBFCU Investments Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Check the background of these investment professionals on FINRA’s BrokerCheck.

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Why choose RBFCU Investments Group’s Wealth Management services?

Person with RBFCU logo on chest

Personalized service

RBFCU Investments Group advisors tailor a wealth management 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 advisors help you work toward your objectives.


Meet our Wealth Management Advisors:

John Rodriguez
Pete Berridge
Shelly Rolf
David Stanley

Calculators

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

FAQ FAQs

More FAQs

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).

*RBFCU Investments Group Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2726153.1-0919-1021

Representatives are not tax advisors or attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.