RBFCU Investments Group Surpasses $1 Billion in Client Assets
RBFCU Investments Group Surpasses $1 Billion in Client Assets
Team reaches important milestone reflecting commitment to helping clients by providing investment strategies and solutions.
團隊達到了重要的里程碑，這反映了通過提供投資策略和解決方案來幫助客戶的承諾。
LIVE OAK, Texas, May 16, 2024 /PRNewswire/ -- RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC, has announced that they've reached an important milestone. They now help clients invest and manage more than $1 billion in client assets. The team hopes to continue growing this figure as more people discover the benefits of comprehensive financial planning.
得克薩斯州LIVE OAK，2024年5月16日 /PRNewswire/ — Ameriprise Financial Services, LLC旗下的財務諮詢機構RBFCU投資集團宣佈他們已經達到了一個重要的里程碑。他們現在幫助客戶投資和管理超過10億美元的客戶資產。隨着越來越多的人發現全面財務規劃的好處，該團隊希望繼續增加這一數字。
This milestone reflects the team's commitment to providing investment strategies and solutions with the same degree of care that Randolph-Brooks Federal Credit Union (RBFCU) offers its members.
這一里程碑反映了該團隊致力於提供投資策略和解決方案，其謹慎程度與倫道夫-布魯克斯聯邦信用合作社（RBFCU）爲其成員提供的服務程度相同。
"From the outset, our financial advisors and support staff have demonstrated a deep appreciation for the role we play in helping credit union members — and non-members — advance their financial goals," said James Herring, Vice President of CUSO Operations and RBFCU-affiliated companies.
CUSO運營和RBFCU附屬公司副總裁詹姆斯·赫林表示：“從一開始，我們的財務顧問和支持人員就對我們在幫助信用合作社成員和非會員推進其財務目標方面所發揮的作用深表讚賞。”
Herring added that he is proud that RBFCU Investments Group reached this milestone with the enhanced technology and investment solutions Ameriprise Financial provides.
赫林補充說，他爲RBFCU投資集團憑藉Ameriprise Financial提供的增強型技術和投資解決方案實現這一里程碑感到自豪。
"This achievement reflects our holistic approach to financial advising, with more and more clients not only expressing satisfaction with the support we provide but also entrusting us with the honor of continuing to serve them over the years," said Terence F. Powell, Jr. AIF, Investment Program Manager.
小特倫斯·鮑威爾說：“這一成就反映了我們的整體財務諮詢方法，越來越多的客戶不僅對我們提供的支持表示滿意，而且委託我們榮幸地繼續爲他們提供服務。”AIF，投資項目經理。
"The $1 billion mark is an important milestone," said Edward Bronnenberg, Senior Vice President of CUSO Operations, "but it represents more of an achievement than the dollar figure alone would suggest. All our stakeholders — from staff and credit union colleagues to clients and our Ameriprise Financial partners — have something to celebrate with this news. I hope they all know how grateful we are to have them meet this milestone with us. We're honored and delighted to share one of our biggest moments."
“10億美元大關是一個重要的里程碑，” CUSO運營高級副總裁愛德華·布朗嫩伯格說，“但它所代表的成就比僅靠美元數字所暗示的要多。我們所有的利益相關者——從員工和信用合作社同事到客戶和我們的Ameriprise Financial合作伙伴——都有一些值得慶祝的消息。我希望他們都知道我們非常感謝他們與我們一起實現這一里程碑。我們很榮幸也很高興分享我們最重要的時刻之一。”
About RBFCU Investments Group
關於 RBFCU 投資集團
Established in 2001, RBFCU Investments Group is a full-service financial advisory practice dedicated to helping people achieve their financial goals. The investment program comprises 18 financial advisors, including a wealth management team, who together help clients manage more than $1 billion in combined brokerage assets.
RBFCU投資集團成立於2001年，是一家提供全方位服務的財務諮詢機構，致力於幫助人們實現其財務目標。該投資計劃由18名財務顧問組成，其中包括一個财富管理團隊，他們共同幫助客戶管理超過10億美元的合併經紀資產。
RBFCU Investments Group serves more than 4,000 clients at 62 branch locations throughout Texas.
RBFCU投資集團在德克薩斯州的62個分支機構爲4,000多名客戶提供服務。
Disclosures
披露
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
投資產品不受聯邦存款保險公司、NCUA或任何聯邦機構的保險，也不是任何金融機構的存款或債務或擔保，涉及投資風險，包括可能的本金損失和價值波動。
Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial Services與該金融機構建立了合作伙伴關係，爲客戶提供財務規劃服務和解決方案。該金融機構不是Ameriprise的投資客戶，但與我們有收益分享關係，這造成了利益衝突。有關我們如何合作的詳細信息，請訪問 ameriprise.com/美國證券交易委員會披露。
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial無法保證未來的財務業績。
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
RBFCU投資集團是Ameriprise Financial Services, LLC的財務諮詢機構。
Ameriprise Financial and the financial institution are not affiliated.
Ameriprise Financial和該金融機構不隸屬關係。
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
投資諮詢產品和服務通過註冊投資顧問Ameriprise Financial Services, LLC提供。
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Ameriprise 金融服務有限責任公司提供的證券。FINRA 和 SIPC 成員。
Media Contact: Salvador Guerrero
Vice President - Corporate Communications & Public Relations
[email protected]
210-637-4287
媒體聯繫人：薩爾瓦多·格雷羅
副總裁-企業傳播與公共關係
[電子郵件保護]
210-637-4287
SOURCE Randolph-Brooks Federal Credit Union
來源 Randolph-Brooks 聯邦信用合作社
譯文內容由第三人軟體翻譯。