Our Services

Solutions built around your goals.

Financial Planning

We believe the key to achieving your goals is planning and execution. We will design a plan, implement the plan, and monitor it along the way.

Investment Management

We will work with you to create and implement a long-term investment strategy designed to maximize return and minimize risk.

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We look forward to getting to know you and creating your personalized plan.
Complete the form or use one of the methods below to reach us.

401.233.4337

operations@ncuinvestments.com

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Financial Planning

Investment Management

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401.233.4337

operations@ncuinvestments.com

1005 Douglas Pike
Smithfield, RI 02917

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Randall Financial Group, LLC d/b/a NCU Investment Solutions (“NCUIS”) is a registered investment advisor and a wholly owned subsidiary of NCU Holding Company, LLC, which is a wholly-owned subsidiary of Navigant Credit Union. Products and services offered by NCUIS are not insured by Navigant Credit Union, the NCUA, or any other government agency. Such products and services are not deposits or obligations of Navigant Credit Union nor guaranteed by Navigant Credit Union. These products may involve investment risk and may lose value.
This website (“Website”) is a publication of Randall Financial Group, LLC dba NCU Investment Solutions (“NCUIS”), which is a registered investment adviser with a primary business location in Smithfield, Rhode Island.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Personalized or specialized services, levels of experience, and professional credentials or designations should not be construed as a guarantee of client satisfaction or any particular outcome. Comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. Past performance does not guarantee future results. There can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by NCUIS), will be profitable or equal any historical performance level. All investing comes with risk, including risk of loss.

Welcome to NCU Investment Solutions! As of 9/1, Navigant Credit Union expands Wealth Management services through the integration of Randall Financial Group, LLC.

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