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What options or accounts are available at RCU to save for college?

We offer several different types of accounts to help members save for college, such as Coverdells, 529 Plans and even some life insurance products can be used for educational funding purposes. We would suggest that you meet with one of our licensed CFS* Financial Advisors at (707) 576-5040 to further discuss which of these programs may be best-suited for your needs.

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS:are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union Members.