Investments & Insurance

Investments & Insurance

Welcome to River Investment Consultants online.

We have been helping the people of the Tri-State area establish and maintain their long-term financial goals since 1996. Our main office is located in River Bank at their Mormon Coulee Road location, but we’d be glad to meet with you at any River Bank locations or at another location that is convenient for you.

When you meet with us for a complimentary consultation, we’ll take the time to get to know you so we can understand your current situation and your future goals. After we’ve researched available options for you, we’ll provide you a personalized road-map of suggestions so you can take control of your current situation and get on your way toward pursuing your goals.

Services Provided

  • Estate Planning
  • Retirement Planning
  • Budgeting
  • Debt Management Planning
  • Trust Planning
  • College Funding/Edu. Planning
  • Charitable Giving Planning
  • Asset Allocation
  • Portfolio Reviews
  • Business Continuation Planning
  • Survivor Income Planning

Products Offered

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Annuities
    • Fixed
    • Variable
    • Income
  • Mutual Funds
  • Retirement Plans
    • IRAs (Roth & Traditional)
    • Employer Sponsored Plans

 

 

 

Log into your online brokerage account at www.iconnect2invest.com or use this link for a virtual tour.
Securities and insurance products are offered through Cetera Investment Services LLC (doing business as River Investment Consultants), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are:

*Not FDIC/NCUSIF insured, *May lose value, *Not financial institution guaranteed, *Not a deposit, *Not insured by any federal government agency

Cetera is under separate ownership from any other named entity. Registered address: 4401 Mormon Coulee Road, La Crosse, WI 54601

 View the Cetera Investment Services Privacy Policy.
 BrokerCheck can tell you… FINRA
 

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