Schedule an Appointment to Talk About Investments

Are you ready to meet with an RBFCU Investments Group financial advisor to discuss topics related to investments, retirement planning or insurance? Simply complete and submit the following form.

Within two business days, a team member will follow up to confirm the date, time and location of your appointment.

Curious to learn about a specific financial advisor’s professional background? We encourage you to research our financial advisors via FINRA’s BrokerCheck^®.

For all other credit union-related inquiries, contact the RBFCU Member Service Center.

Page last updated December 2023.

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.

Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.

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, 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.