Investments Q1 2017

Investment &
Wealth Management

Backed by RCU's commitment to service, our seasoned team of CFS* Financial Advisors and Representatives provide quality investment products including:

Investment Products

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  • Mutual Funds
  • Annuities
  • Stocks & Exchange Traded Funds
  • Bonds
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Advisory Accounts
  • MLCDs
  • Life & LTC Insurance

Wealth Management

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  • Financial Planning
  • Retirement Planning
  • Asset Allocation
  • Education Planning
  • Business Retirement Accounts
  • Risk Management
  • Insurance Analysis

Meet the Advisors

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Learn More About Our Team

The CFS registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KS, ME, MI, MN, MS, MO, MT, NM, NY, NC, NJ, NV, OH, OK, OR, PA, SD, TX, UT, VA, WA and WV.

Visit FINRA’s BrokerCheck to check the background of our investment team.

Make an Appointment

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Make a No-Cost Appointment Today!

Get started on a brighter financial future for you and your family by making a no-cost appointment with a CFS registered representative at RCU today.

Call us today: 1 (800) 479-7928, ext. 65040

*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Contact our Investment Services Team

To schedule an appointment with a Financial Professional, please call (707) 576-5040.

If you would like a Financial Professional to contact you directly, please complete the following:

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*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.