Schedule an Appointment ATMs & Locations Rates Open an Account Sign In Routing Number 314089681 Membership Banking Credit Cards Loans Home Loans & Realty Retirement Investments Insurance Business Learn Investment Strategies All the products you need to help reach your goals Your dedicated financial services program offers investment options that can help you reach your financial goals. Whether those goals involve saving for a home, funding a college education or planning a comfortable retirement, a financial advisor can help with financial planning, retirement planning, creating a general investment strategy, insurance and wealth management. In addition, our financial advisors can provide guidance on charitable giving, estate planning strategies and tax-advantaged investment planning. Contact a financial advisor and choose from a full range of offerings. IRAs An Individual Retirement Account (IRA) is a personal savings plan that offers specific tax benefits. An IRA can consist of a variety of financial options, including stocks, mutual funds, bonds, annuities, certificates and other investment products. 529 Plans A 529 Savings Plan is a tax-advantaged education savings vehicle. There are no age restrictions, no income phase-out limits and the funds are considered to be gifts, so anyone, even non-relatives can contribute. Mutual Funds A mutual fund is a pool of money provided by individual investors, companies and organizations. The fund’s manager buys securities to pursue a stated investment strategy. By investing in the fund, you’ll own a piece of the total portfolio. Annuities An annuity is a tax-deferred insurance contract designed for retirement purposes. It’s one way to provide steady income and help fill the gap between pensions, Social Security and personal savings. Life’s easier when you’re prepared for the future. Schedule a no-cost, no-obligation initial consultation. Schedule an appointment Plan for tomorrow. See a financial advisor today. Your RBFCU Investments Group financial advisor is a registered, licensed and experienced investment and retirement planning professional who wants to help you prepare for the future. Contact a financial advisor today for more information or to schedule a meeting. There is no obligation. Check the background of these financial advisors on FINRA’s BrokerCheck. Schedule an appointment Investments Calculators Should I pay off debt or invest in savings? + How much will it cost to raise a child? + How long will it take to save for a college education? + Am I saving enough for retirement? + How much can I contribute to my retirement plan? + Investments FAQs What financial planning services does RBFCU Investments Group offer? + Can an RBFCU Investments Group financial advisor help me with creating a household budget? + Are there any fees for my consultation with RBFCU Investments Group? + What's the difference between an IRA offered by RBFCU Investments Group and an IRA offered by RBFCU? + Are my investments insured by the National Credit Union Administration (NCUA)? + More FAQs Calculators IRAs ATMs and Locations Contact Us 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. RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Annuities are long-term insurance products. Before you purchase, be sure to ask your financial advisor about the annuity’s features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program. 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. Ameriprise Financial is not affiliated with GreenPath. 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. With high-value products and services, Randolph-Brooks Federal Credit Union (RBFCU) is a trusted financial partner for thousands of members in Texas, as well as around the world. RBFCU offers all the banking services you would expect from a leading credit union, and we've also made it our mission to help improve our members' economic well-being and quality of life. Our commitment to personalized service makes RBFCU membership the smarter banking choice. Any alternate website that you visit by a link from RBFCU's website is solely the responsibility of that entity. Third-party links accessed from this site are provided for the convenience of RBFCU members. RBFCU is not responsible for the content of the alternate website and does not represent either the third party or the member if the two enter into a transaction. Privacy and security policies on the third-party site may differ from those practiced by RBFCU. We use cookies to analyze and improve website use, and assist in overall user experience. For your protection, please do not provide any personal information via email. 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