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Investment Services

No one can predict the future.

 

But that doesn't mean that you can't plan for it.

It begins with a relationship with a trusted investment professional, who can help you sort through the wide array of available information and help you to bring your investment goals into focus.  Our Financial Advisor, Dan Cibotti, an LPL Financial (LPL) representative can help you make informed choices.

At RFCU Financial Services, our financial guidance is based upon helping you create an investment portfolio to help you work toward your goals, whether it is saving for retirement, planning for a college education or buying a home.

Our Services Include:

  • Retirement Planning
  • College Planning
  • Purchase and redemption of stocks, bonds, mutual funds, annuities and tax-free investments
  • IRAs, Educational and Roth IRAs
  • 401K Rollovers
  • Investment Advisory Services*
  • Complete Financial Analysis

*Advisory services offered through LPL Financial

LPL Financial, a registered investment advisor, enables you to access a variety of quality, non-proprietary investments. 

You can reach our Financial Advisor, Dan Cibotti by clicking here or by calling 781-878-0232, ext. 146 or 800-562-7328, ext. 146 to schedule a free, no-obligation appointment.

Not NCUA Insured May Lose Value No Credit Union Guarantee

LPL Financial Advisor

Dan Cibotti

Dan Cibotti is available to meet you at any one of our branch locations. He brings with him many years of financial consulting and has been a trusted partner to many clients.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: MA, RI, FL.

Please click here to reach Dan's Informative LPL website.

Securities and insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC. Rockland Federal Credit Union and RFCU Financial Services are not registered brokers/dealers and are not affiliated with LPL Financial.

Not NCUA Insured May Lose Value No Credit Union Guarantee




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