Other Services
Financial Consulting Services
Jack Short, Certified Financial Planner, can help you make smart choices about your money. Jack offers RTP Federal Credit Union members a free, no obligation consultation. Take advantage of this benefit to get answers to your questions such as:
- How do I invest my retirement distribution or 401k rollover for maximum safety and long-term results?
- How do I get started investing in mutual funds?
- How do I invest in these turbulent times?
- How do I get maximum advantage from the recent tax law changes?
- What is the best way to invest for my children's education? Is the Roth IRA right for me?
- How do I achieve financial freedom?
Call us at (919) 406-1818 to take advantage of the Financial Consulting Services available to our members.
Investments are not deposits of RTP Federal Credit Union and are not insured by the NCUA and involve investment risk including loss of principal.
Securities offered through Securities America, Inc. Member FINRA, SIPC.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of: NC, NY, TX, NE, CA, CO
Fee-based advisory services are offered through Securities America, Inc., a registered investment advisor.
- These services are available only to residents of NC, NY, NE, TX, CA, CO
