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Investment Services

Your success is our passion.

secure financial account access on any device

With the convenience and security of Account View 2.0, you can access your most up-to-date account information from your desktop, mobile phone, or tablet with just the click of a button or tap of a finger.

Click the link below to access a guidebook that walks you through the steps of self-registering for Account View 2.0.

Get to Know Account View 2.0

your goals, your future

  • let’s get started

    Your first step is to make an appointment for a no cost, no obligation meeting with one of our investment representatives.

  • here to work toward your needs

    We listen, ask questions, and offer consultative advice in a personalized, no pressure atmosphere.

  • long-term focus

    We partner with you, guiding you with honesty and integrity to long-term strategies, with an array of personalized offerings.

virtual financial education workshops

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Upcoming workshops:

Rethinking Diversification
June 28, 6pm EST
Link to Register

Please note: Registration will only work on a computer unless the Zoom app has already been downloaded on a smartphone or tablet.

Space is limited so please make your reservations today!

learn how to invest

Reliant Investment Services representatives can help with a specific need, such as investing retirement money, or can provide comprehensive wealth management—including brokerage services —covering all aspects of your financial life.

With their financial services and knowledge, they can help you set goals, creating a savings and investment plan. They will also help you preserve your financial security, while building your nest egg, managing your wealth, and creating an income from your assets.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Young Couple Meeting with Financial Advisor

get retirement advice

Whether you’re just getting started on retirement planning, or you’re already retired, Reliant Investment Services can help you acquire the tools and services you need to answer your questions, set goals, offer rollover services/retirement distribution education, and select the right Individual Retirement Accounts (IRAs) for your needs.

offer employee benefits

Are you a business owner? We offer resources to help you provide for the needs of your workforce.

  • 401(k) plans
  • Simplified Employee Pensions (SEPs)
  • Savings and Incentive Match Plan for Employees (SIMPLEs)
  • Tax-Sheltered Annuities (TSAs) and 403(b) plans
  • Non-qualified deferred compensation plans
  • Non-qualified accumulation plans
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plan and fund your education

Paying for an education — be it your own, or your child’s — is not always easy. But at Reliant Investment Services, we can help guide you along the way.

We’re here to help you select the savings accounts that best meet your needs (including 529 savings accounts, Coverdell savings accounts, and Roth IRAs), and plan for the future you want to achieve.

manage your wealth

We can help you create financial plans that provide comprehensive analysis and planning for financial goals, retirement, and estate transfer. Reliant Investment Services is ready to work with you to address your long-term financial strategies. Work toward your financial goals with products and services tailored to your needs.

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FAQs

Click the link below to access a guidebook that walks you through the steps of self-registering for Account View 2.0.

Get to Know Account View 2.0

You can call 800-724-7889 to make an appointment with an investment representative for a no cost, no obligation meeting.  Reliant’s member services staff can also assist with setting up an appointment by calling 800-724-9282 or by visiting any of Reliant’s nine branches.

An Reliant Investment Services financial professional can help you any time you have a major life change. He or she can meet with you about planning for retirement, a 401(k) distribution, insurance planning, and long-term care planning, to name a few.

Reliant Investment Services financial professionals travel to each of our nine branches. When setting up your appointment, be sure to mention which branch would be most convenient to you.

we’re here for you

With personalized service from a Reliant Investment Services (RIS) Advisor, you can turn your financial goals to reality.

Get to know the RIS team

Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Reliant Community Federal Credit Union and Reliant Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Reliant Investment Services, and may also be employees of Reliant Community Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Reliant Community Federal Credit Union or Reliant Investment Services. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Partner Site Disclaimer

By accessing this link you will be leaving Reliant Community Federal Credit Union’s website and entering a website hosted by a third party vendor. The Credit Union has contracted with this third party vendor to provide you with certain services. Please review the privacy and security policies of the site you are entering, which may be different than those of Reliant Community Federal Credit Union.