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Life Changes—Wherever you happen to be in life, the RCU Investment & Insurance Team can help you fulfill your financial goals.
The professionals of the RCU Investment &
Insurance Team have options for your
financial future. From basic savings to long-term
retirement savings, we offer access to smart ways to prepare you for whatever the future has in store.
Individual Retirement Programs
RCU Investment & Insurance Team offers access to mutual funds, tax deferred annuities, IRAs, and more. We can also help you roll over your retirement plan into a new pension or IRA.
Life, Disability, and Long-term Care Insurance
We are dedicated to helping you get the coverage you need to protect yourself, your family, and your business.
Business Retirement Plans
SEP and Simple IRAs are easy to establish and give small business owners and the self-employed an affordable retirement plan without a lot of work. We also offer Executive Compensation Plans for larger companies.
Estate Arrangements
A well-designed estate allows you to reduce federal estate taxes, avoid unnecessary probate expenses, designate who receives your assets, protect your beneficiaries, and safeguard your assets (consult an estate planning professional).
Business Continuation Solutions
Our representatives will work with you to protect your family and the business you've worked so hard to build. Prepare today to assure a smooth transition and protect your family's financial future.
Request more information.
| RCU investment & INSURANCE Team |
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Dan Anderson
715-833-8197 • 1-800-341-9911 ext. 8197
Located at: RCU Birch Street Office
419 North Hastings Place • Eau Claire WI
Also serving RCU Bellinger Office
Monday through Friday,
9 AM until 5 PM
or by appointment
Email Dan. View Dan's Bio.
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Matt Casey
715-246-2265 ext. 3102 • 1-800-341-9911 ext. 3102
Located at: RCU New Richmond Office
355 South Knowles Ave • New Richmond WI
Serving the St. Croix Valley & Minnesota
Monday through Friday, 9 AM until 5 PM or by appointment
Email Matt. View Matt's Bio.
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Kelly France
715-834-6930 • 1-800-341-9911 ext. 6930
Located at: RCU Moholt Office
2415 Jodi Drive • Eau Claire WI
Also serving Menomonie and RCU Bellinger and Shopko
South offices
Monday through Friday, 9 AM until 5 PM or by appointment
Email Kelly. View Kelly's Bio.
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Gina Gladwell
715-552-3032 • 1-800-341-9911 ext. 3032
Located at:
RCU Golf & 93 Office
4501 Royal Drive • Eau Claire WI
Also serving Whitehall
Monday through Friday, 9 AM until 5 PM or by appointment
Email Gina. View Gina's Bio.
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Bill McCullough
715-858-5217 • 1-800-341-9911 ext. 5217
Located at: RCU Woodward Office
1031 Woodward Ave • Chippewa Falls WI
Serving Chippewa Falls, Colby, and Rice Lake
Monday through Friday, 9 AM until 5 PM or by appointment
Email Bill. View Bill's Bio.
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Registered representatives of Financial Corporation (INVEST), member FINRA/SIPC. Securities, insurance products, and advisory services are offered through INVEST, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with RCU (Royal Credit Union), RCU Investment & Insurance Team.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a Broker-Dealer (BD) or Investment Advisor (IA) may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements of the state and are approved to do business by the state; or (b) are excluded or exempt from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting or attempting to effect transactions in securities; or (b) rendering personalized investment advice for compensation.
INVEST does not provide tax or legal advice.
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