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 Rose Street 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: 1232 Rose St, La Crosse WI 54603

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 BrokerCheck can tell you… FINRA