Virtual Advisory Center | RBFCU - Credit Union

Virtual Advisory Center | RBFCU - Credit Union
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RBFCU Mobile
®
app
Download our app for a better mobile banking experience.
Get
Virtual Advisory Center
Get professional financial advice on the go!
Work toward your financial goals from anywhere, at any time

with the help of
RBFCU Investments Group
, a financial advisory practice of Ameriprise Financial Services, LLC. Through our Virtual Advisory Center and the
Ameriprise
®
Aspire
experience, you’ll be better prepared to meet your financial goals — now and in the future.
What we offer
|
Financial Health Check
|
Virtual financial advisors
|
About Ameriprise
|
FAQs
|
Contact us
What we offer
The Virtual Advisory Center is a convenient resource for financial planning.
Convenience
Access your investments and accounts, track your progress toward your goals and share information with your financial advisor, safely and securely — at any time and from any device.
Security
With our safeguards in place, protect your assets, identity and privacy as you build out and implement your financial plans.
(Learn more about the
Ameriprise Financial Online Security Guarantee
.)
Simplicity
Stay connected to us with digital tools, including a mobile app and text message alerts. Enroll in notifications to track transactions — and to receive alerts when certain actions occur.
Personalization
Receive custom financial planning recommendations from a single, designated financial advisor — or benefit from insights shared from a team of financial advisors at Ameriprise Financial.
Take the Financial Health Check
Set up and track progress to your goals with ease.
With the help of the
free online Financial Health Check
, you can quickly select the financial goals most important to you and then determine how close you are to meeting these goals. Whatever the stage of your life, the process of identifying and mapping a strategy that fits your budget is simple. Best of all, it only takes a few moments of your time to get started.
Financial Health Check: 4 easy steps
Answer 10 questions about your personal financial situation.
From funding college, vacation or a wedding to paying for retirement, your goals and needs may shift over time. But let’s begin with where you are today — and where you’d like to be.
Identify your most important financial goals.
By exploring your behaviors, you may discover what’s going well and where there may be room for improvement.
Receive a personalized action-plan to help you work toward your goals.
Think of it as a first draft to help you get started on your financial goals.
(Optional) Schedule an appointment to discuss your plan with one of our virtual financial advisors.
Now comes the fun part! We’ll help you determine where you want to focus your efforts moving forward and provide strategies and solutions that can serve as building blocks for your unique plan of action.
While the term “plan” is used in this experience, it is not a comprehensive financial plan and does not create a financial planning relationship with Ameriprise. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice.
About our virtual financial advisors
Learn more about our Virtual Advisory Center team.
Whether you start with a wellness check or reach out first for
a Virtual Advisory Center appointment
, our dedicated advising team is ready to help provide personalized financial advice, tailored solutions and ongoing support over the phone, online and via email.
Working together with one or more team members, you can:
Interact remotely to check progress
toward your personal financial goals.
Explore an array of solutions
for your investment and insurance needs.
Have deeper conversations to shape a strategy
that addresses your evolving objectives.
Navigate your financial journey with more confidence
over time and as your life unfolds.
About Ameriprise
Discover our shared commitment to you.
Since 2001,
RBFCU Investments Group
has served thousands of RBFCU members and non-members with both their short-term financial needs and long-term goals.
Our commitment has always been to provide top notch service and having smartly designed technology is part of that promise. That’s why we partnered with
Ameriprise Financial Services, LLC
— a financial services firm with a history of strength, stability and putting clients first. Clients have access to a wealth of tools, a compelling digital experience, robust product solutions and personalized support.
Contact the Virtual Advisory Center to learn more.
Investments FAQs
What is the Virtual Advisory Center?
+
-
The RBFCU Investments Group Virtual Advisory Center is a centralized center with a dedicated, virtual team of financial advisors available to help members achieve their financial goals.
Can I meet my virtual financial advisor in person?
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-
If you prefer face-to-face communication, the Virtual Advisory Center may not be the right fit for you. To meet a financial advisor in person at
your nearest RBFCU branch
, call
1-888-294-0202
or
schedule an appointment here
.
Why did RBFCU choose to partner with Ameriprise Financial?
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-
It’s always been important to us to serve as advocates for our members and in joining Ameriprise Financial, it’s a way to support that goal by having what we believe to be the best possible resources behind us. We believe it’s a positive move and brings us access to a wealth of tools, a compelling digital experience, robust product solutions and support to better serve you.
Who is Ameriprise?
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-
Ameriprise Financial is a financial services firm with a more than 125-year history of strength, stability and putting clients first. Recognized as a leader in the investment industry, our focus is on providing clients personalized, goal-based advice for every stage of life. Visit
ameriprise.com
to learn more.
What are the benefits of this partnership with Ameriprise Financial?
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There are many benefits, including a compelling digital experience. Through personalized advice and digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.
How will I be able to see or access my account information?
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-
The secure site on
ameriprise.com
offers detailed account information, as well as e-Signature capabilities and e-Delivery of important documents. For on-the-go access, the secure site also has a fully responsive mobile app option.
RBFCU Investments Group
Investment Strategies
Resources
Schedule an Appointment
Page last updated July 2024.
Investments 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 cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review
the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial is not affiliated with the financial institution.
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
.