Skip to main content
shaking hands shaking hands

Investment & Insurance Team

Our team of financial planning professionals can help with all your investment needs

Call 800-341-9911 ext. #3084 or visit an office

If you’re looking for mutual funds, annuities, IRAs, 529 plans, or insurance, the RCU Investment & Insurance Team is ready to help. Our group of experienced, professional Financial Representatives can answer your financial planning questions and provide step-by-step guidance when setting up accounts. From a simple IRA rollover to a complex business retirement plan and everything in between, the RCU Investment & Insurance Team is here for all your needs.

Check the background of your financial professional on FINRA's BrokerCheck.

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. Royal Credit Union and the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or RCU Investment & Insurance Team. The RCU Investment & Insurance site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI. Securities and insurance offered through LPL or its affiliates are: