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Schedule An Appointment

To schedule a no-cost, no-obligation appointment with a registered investment professional, please complete the information below. You will receive a call within 24 hours to confirm the date, time, and location of your appointment.

We look forward to serving you soon!

First Name:
Last Name:
Daytime Phone Number:
How did you learn about us?
If "Other," please specify :
Please indicate the topics you would like to discuss with a representative.
Retirement Planning College Planning Long-Term Care Insurance
Mutual Funds IRAs/IRA Rollovers/Roth IRAs Life Insurance
Annuities Employment Transitions Other
Which branch location do you prefer?
Administrative Service Center (ASC) ASC - Austin Bandera Pointe
Ben White Bitters Boerne
Broadway Brooks Buda
Bulverde Crossing Cedar Park Culebra
Domain Dripping Springs Floresville
Gold Canyon Gonzales IH-10@UTSA Blvd.
Kerrville Lake Creek Leon Valley
Live Oak Lockhart Marshall Road
Mission South MoPac
New Braunfels
North Austin Northcliffe Oak Run
Parmer Lane Potranco Randolph
Rigsby Round Rock San Marcos
Schertz Seguin Seton
Southpark Meadows Stone Hill Summit
Thousand Oaks Windcrest Wonder World

Please select your appointment date and time preference.

Day of Week:
Time of Day:
9 a.m. - 12 p.m.
1 p.m. - 4 p.m.
No preference

Check the background of this investement professional on FINRA's BrokerCheck.

RB Financial LLC is a wholly-owned subsidiary of RB Premier Services LLC. RB Premier Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with RBFCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.


* Any sensitive information including account numbers, social security numbers, etc., should not be sent through unsecured Internet e-mail. To send sensitive information, simply log on to NetBranch Online and send us a secure message. Click 'My Messages' (near the top-right corner of the page), followed by Send a Message.