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Strategic Investment Services Located at R.I.A. FCU

Nov 19, 2018

Dante Trimble

Dante Trimble has joined R.I.A Federal Credit Union as a financial advisor, exclusively serving the credit union’s membership through Strategic Investment Services. Dante, a financial advisor, is now available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.


"Our goal is to be a life-long, trusted partner for our members," explains Jim Watts, R.I.A.’s President/CEO. "Dante shares these goals, along with the credit union values of trust, safety and service every member of the R.I.A Federal Credit Union team strives to achieve. I’m confident Dante will provide our members with the information and support to meet their financial planning needs."


"I look forward to serving the retirement planning and wealth management needs of R.I.A Federal Credit Union’s membership," says Dante. "I can help members identify their major financial objectives or recommend strategies to help them achieve financial security–even provide an objective second opinion on their financial situation."


Designed exclusively for credit union members, and located at the credit union’s Bettendorf, IA branch, Strategic Investment Services is a full-service financial services program providing retirement, insurance and investment services to individuals.


Products and services provided by the program include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.


The program works in cooperation with R.I.A Federal Credit Union and complements the wide range of products and services the credit union makes available to its members.


For more information, contact Jake Ward, VP of Marketing, 563-355-3800. Or, you may contact Dante Trimble at 563-355-3800 x7042 today for a no-cost, no-obligation appointment.


*Strategic Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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.

 


R.I.A.'s Vision

R.I.A. Federal Credit Union is a progressive, member-owned cooperative whose purpose is to satisfy the financial needs of its members by providing high quality products and services that support the safety and soundness of the credit union.

Media Contact

Jake Ward
VP Marketing
563.355.3800 Ext 7004
Email Jake Ward

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