RBFCU Investments Group
Investing in you
RBFCU Investments Group provides guidance and assistance to help you plan for the future. Our advisors provide services that help you look toward the future and ensure your finances are ready for each stage of life, whether you’re considering college planning, general investing or retirement. Schedule a no-cost, no-obligation appointment with an RBFCU Investments Group professional today.
What makes RBFCU Investments Group the right option for planning your investments and preparing for the future?
You’ve put your trust in RBFCU as your credit union. Our RBFCU Investments Group professionals provide the same high level of service and care as the credit union team you’ve come to rely on.
You’ll be able to make your financial decisions with guidance from experienced RBFCU Investments Group financial advisors, as well as complimentary seminars.
RBFCU Investments Group makes a wide variety of investment options and resources available so you can choose the ones that best fit your needs — both for today and for the future.
Am I saving enough for retirement?
How much can I contribute to my retirement plan?
How long will it take to reach my savings goal?
Should I pay off debt or invest in savings?
Still have questions? Contact us:
What financial planning services does RBFCU Investments Group offer?
RBFCU Investments Group offers a wide variety of investment planning services, including:
- Retirement planning
- Comprehensive financial guidance
- Estate planning
- Financial and insurance planning
- Wealth management
- Charitable giving strategies
- Education funding
- Long term care insurance
- Tax-advantaged investment planning
- Wealth preservation
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-2022545.1-0218-0320