Schedule a Retirement Appointment | RBFCU - Credit Union
Source: https://www.rbfcu.org/retirement-program/schedule-an-appointment-form
Archived: 2026-04-23 17:17
Schedule a Retirement Appointment | RBFCU - Credit Union
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Helping school employees plan for the future with confidence
Retirement Program Overview
Schedule an Appointment
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Roth 457(b)
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RBFCU Mobile
®
app
Download our app for a better mobile banking experience.
Get
Schedule an Appointment to Talk About Retirement
To learn about the RBFCU Retirement Program for school employees, along with the benefits of enrolling, please fill out the form below to schedule a no-cost, no-obligation initial consultation. Appointments are available from 9 a.m. to 5 p.m., Monday
through Friday and on certain Saturdays.
Schedule an Appointment
Calculators
RBFCU Insurance Agency
IRAs
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. Details on how we work together can be found on
ameriprise.com/sec-disclosure
.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial is not affiliated with the financial institution.
RBFCU Retirement Program, a financial advisory practice of Ameriprise Financial Services, LLC, is a division of RBFCU Investments Group LLC.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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
.
Skip to main content
Schedule an Appointment
ATMs & Locations
Rates
Apply for a Loan
Open an Account
Sign In
Routing Number
314089681
Join
Search
Sign In
Find Your Next Car
Search New & Used Vehicles
Preferred Dealers
Loan Protection
GAP Plus
Mechanical Repair Coverage (MRC)
Credit Insurance
Home Loans & Realty
You found your dream home, now find financing that fits you
Mortgage Overview
Purchase
Refinance
Loan Options
Fixed-Rate
Adjustable-Rate
FHA & VA
Jumbo
New Construction
Land
100% Financing
100% Financing for Medical Professionals
First-Time Homebuyers
Home Equity/HELOC
Home Improvement
Homebuying & Selling Services
Realty Services
Title Insurance
Home Appraisal
Mortgage Retail Team
Retirement
Helping school employees plan for the future with confidence
Retirement Program Overview
Schedule an Appointment
403(b)
Roth 403(b)
457(b)
Roth 457(b)
RBFCU Freedom Retirement Plan
Enroll Online
Manage Your Account
Investments
Helping you invest in life's big moments
Investments Overview
Schedule an Appointment
Financial Advisors
Virtual Advisory Center
Investment Strategies
Financial Health Check
Wealth Management
Trust Services
Insurance
All the coverage you need in one place
Insurance Overview
Request a Quote
Homeowners Insurance
Auto Insurance
Personal Insurance
Business & Commercial Insurance
Health Care Plans & Insurance
Medicare Supplement Insurance Plans
Business
Earning your trust by serving your business
Business Overview
Business Loans
SBA Loans
Business Credit Card
Business Accounts
Business Checking
Business Services
Select Group Membership
Learn
Learn more, earn more, save more with RBFCU
Learn About Finances With RBFCU
Budgeting & Saving
Credit Scores & Credit Reports
Buying a Car & Vehicle Loans
Student Loans & Paying for College
Mortgage Loans & Homeownership
Investments & Financial Planning
Security & Fraud Center
Financial Education
Request a Financial Presentation
GreenPath Financial Wellness
Virtual Financial Coach
Financial Counseling & Education
Debt Management
Calculators
It's a Money Thing
Video Series
Junior Series - Ages 4-10
En Español
Seminars & Webinars
Youth Ambassador Program
FAQs
RBFCU Mobile
®
app
Download our app for a better mobile banking experience.
Get
Schedule an Appointment to Talk About Retirement
To learn about the RBFCU Retirement Program for school employees, along with the benefits of enrolling, please fill out the form below to schedule a no-cost, no-obligation initial consultation. Appointments are available from 9 a.m. to 5 p.m., Monday
through Friday and on certain Saturdays.
Schedule an Appointment
Calculators
RBFCU Insurance Agency
IRAs
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. Details on how we work together can be found on
ameriprise.com/sec-disclosure
.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial is not affiliated with the financial institution.
RBFCU Retirement Program, a financial advisory practice of Ameriprise Financial Services, LLC, is a division of RBFCU Investments Group LLC.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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
.