Financial Planning Services

RiverFall offers access to a full-service financial advisory program offering retirement, insurance, and investment services.  We want our members to achieve their financial goals.

A certified representative can meet with you to evaluate your situation and offer recommendations on many financial issues.  You may want to schedule an appointment if you need to:

  • Roll over your 401(k) or pension plan if you've changed jobs
  • Develop a savings and investment plan
  • Create a retirement income plan to approach those years with confidence
  • Manage your investments better
  • Protect your family with life insurance or long-term care insurance
  • Save for college education costs

For more information or to set up a no-cost, no obligation appointment, please contact Member Service at 205.759.1505 or toll free at 800.331.9880.  A representative will schedule a time to meet with you.

Financial Planning Services are available only to RCU account holders and by appointment only.  Appointments are conducted at our Highway 69 South office located at 5461 Kauloosa Ave, Tuscaloosa, AL 35405.