The Investment Services Division at Redwood Credit Union is here to help Members build a brighter financial future… with people you know and trust. Backed by RCU’s commitment to service and experience in personal finance, our CFS* Financial Advisors provide a valuable extension of the products and services that you count on from RCU, including:
- Objective Investment Advice
- Retirement Planning
- College Planning
- Brokerage Services
The first step in planning for your financial future is to answer some questions about the more important goals that you have. We invite you to begin the process by going to the Retirement Investment Center. You will find several financial subjects including retirement planning, college education funding, 401k rollover planning and general investing.
CFS* Financial Advisors
at Redwood Credit Union
Retirement Investment Center (FMC)
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union Members.
