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.
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.
Financial Education Workshops
Financial education is an important aspect of any long-term plan. Join us as we discuss a variety of topics to increase your financial awareness.
Attend as many 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 virtual workshops:
Please note: To avoid an error when registering for virtual workshops, make sure the Zoom app is already downloaded on a smartphone or tablet.
Space is limited so please make your reservations today!
-
Women and Investing
December 12, 6pm EST – virtual
Link to Register -
Social Security & Your Retirement
January 8, 6pm EST – virtual
Link to Register -
Understanding Medicare
January 21, 6pm EST – virtual
Link to Register -
Income for Life
February 12, 6pm EST – virtual
Link to Register -
The Three Transitions to Retirement
February 26, 6pm EST – virtual
Link to Register -
Rollover Planning
March 12, 6pm EST – virtual
Link to Register -
Women and Investing
March 26, 6pm EST – virtual
Link to Register
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.
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
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.
FAQs
Click the link below to access a guidebook that walks you through the steps of self-registering for 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 ten 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.
Disclosures
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk and may lose value.
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:
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. TruStage™ 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, 2000 Heritage Way, Waverly, IA, 50677. Travis Stanley and TruStage™ are not affiliated with or endorsed by LPL Financial or Reliant Investment Services. 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.
CMGA-4769383.2-0623-0625 © TruStage
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.