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Financial Services

Look into your future

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Let us help you start planning.

RBFCU is here to be your financial resource. We can help you start planning for whatever your future holds.

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Financial Services

We have partnered up with other organizations to help provide our members with a full array of financial services. Some of our partners include: CUNA Mutual, MEMBERS Resources, and TruStage.

Financial Services for Members

A credit union membership has its privileges.

  • Free financial resource center
  • Available online 24/7
  • Informative articles
  • Free Retirement Road Test Customized financial assessment for you and your family
  • Helpful calculators and financial workbooks
  • Timely tips and advice
  • Free access to registered MEMBERS Financial Services Representative
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Financial Services

Investment Planning

Defining your goals is an important part of investment planning that allows you to look at the big picture when creating and reassessing your investment plan. Our partners at CUNA Mutual Group have the expertise to help you find the right plan for your needs.

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Financial Services

Retirement Planning

It’s never too early (or too late) to start planning for your retirement. You can start saving for your retirement with a Traditional or Roth IRA, so consult your tax advisor about the possible tax benefits.

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Financial Services

Insurance Planning

TruStage Insurance Agency has over 80 years of experience and has been a longtime trusted partner of Raritan Bay FCU. TruStage offers Life Insurance, Accidental Death and Dismemberment (AD&D) Insurance, Auto Insurance, and even Homeowner’s Insurance. Visit their site for a free quote today.

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Financial Services

Financial Education Planning

Part of what sets credit unions aside from mega banks is our devotion to financial education. Mycreditunion.gov is just one of the websites for credit union members to refer to when trying to improve your financial education.

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Scholarships

Each year we offer all high school seniors who are members in good standing the opportunity to apply for special Credit Union Scholarships. These members are eligible to win a $1,000 Scholarship from CrossState Credit Union League or a $500 Scholarship from Raritan Bay Federal Credit Union.

Winners are selected based on academic performance, extracurricular activities, community service/involvement, references and personal goals

Learn How to Apply

Questions?

A member service representative is standing by to answer any questions you may have about our financial service options.

Submit Questions below or Call Us at (732)-727-3500