A guy couple sitting across a desk getting investment advice from an investment advisor

Investment Services

Your success is our passion.

The Reliant Investment Services program is offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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 workshops2:
Medicare – January 25, 6:30pm EST (Link to Register)

Income for Life – February 9, 6pm EST (Link to Register)
Women & Investing – February 22, 6:30pm EST (Link to Register)

Rollover Planning – March 8, 6pm EST (Link to Register)
The Three Transitions to Retirement – March 22, 6pm EST (Link to Register)

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

Space is limited so please make your reservations today!

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 registered representatives.

  • here to meet 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 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.

Your couple receiving advice

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

Our Retirement Rollover Guide and FAQs outline steps to help your 401(k) rollover go smoothly.

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
Older couple hiking

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.

Woman listening to music with headphones on a yoga mat


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.

Get to know the RIS team


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.

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.