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Investment Services

From college savings to retirement planning – preparing for YOUR future.

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Rock Valley Investment Services

 

 

 

 

 

Helping Your Financial Dreams Become a Reality 

When you partner with Rock Valley Investment Services, we get to know you before offering financial advice or developing a financial plan. We take the time to learn about your hopes, dreams, and concerns. Together, we’ll encourage your investments to grow for years to come – helping to make your financial dreams a reality.

 

 

 

 


 

Not sure where to start? Meeting with an RVIS Wealth Manager is simple! 

 

 

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CONTACT

Set up a meeting with an RVIS Wealth Manager. 

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MEET

Get to know you, understand your goals, address your concerns, & develop a plan

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PLAN

Customized recommendations are presented and discussed. 

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EXECUTE

Implement your personalized financial plan. 

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REVIEW

How did we do? Let us know! Routine follow-ups. 


RVIS Services

 


 

Meet Our Team

Our investment services are offered in partnership with Upstream Investment Partners, an independent, full-service financial firm that provides holistic financial planning to help invest and grow your wealth and manage your hard-earned assets.

Each of our expert Wealth Managers are here to serve you conveniently from a RVCU branch. 

 

Joey R. Lovgren, MBA

Private Wealth Manager

Office: (815) 282-7436

Cell: (815) 742-1197

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Matt Weldon

Private Wealth Manger

Office: (815) 282-7436

Cell: (815) 990-8421

Gregg Bowen

Private Wealth Manager

Office: (815) 282-7436

Cell: (630) 660-7283

 


For more information or to schedule an appointment for a free consultation, contact one of our wealth managers above. 

 

NOT a deposit and NOT insured by any federal government agency. Securities are not NCUA insured, carry no credit union guarantee and may lose value. 
Registered Representative of and Securities are offered through Sigma Financial Corporation Member FINRA/SIPC.  Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
Rock Valley Investment Services is independent of Sigma Financial Corporation.

There are risks involved with investing which may include market fluctuation and possible loss of principal value.  Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to making an investment decision.  There can be no assurance that any specific investment strategy will be profitable.  Our firm does not provide legal or tax advice.  Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.  Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.  This material does not constitute an offer to buy or a solicitation of an offer to sell any security and is presented for informational purposes only.

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