let’s get started
Your first step is to make an appointment for a no cost, no obligation meeting with one of our registered representatives.
here to meet your needs
We listen, ask questions, and offer consultative advice in a personalized, no pressure atmosphere.
We partner with you, guiding you with honesty and integrity to long-term solutions, with an array of personalized offerings.
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 protect your financial security, while building your net worth, managing your wealth, and creating an income from your assets.
You can check the background of the investment professionals on FINRA’s BrokerCheck.
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, plan a rollover, 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
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 reach your long-term financial solutions. Realize your financial goals with products and services tailored to your needs.
You can call 800-724-7889 to make an appointment with a registered 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) rollover, 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.
1Reliant Investment Services financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
2These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
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NOT NCUA INSURED | NOT CREDIT UNION OBLIGATIONS
NO CREDIT UNION GUARANTEE | MAY LOSE VALUE FR-3580670.1-0521-0623