Retirement Plan Rollover
Roll over to a new IRA at Advantis Wealth Management*
Available through CUSO Financial Services, L.P.
Your retirement savings are worth making the move. If you’ve left your 401(k) behind at an old job, are nearing retirement, or juggling several different accounts, it may be beneficial to roll over your accounts to Advantis Wealth Management (available through CUSO Financial Services, L.P.). You may enjoy lower fees and costs, easier account management, and local service from our CFS* advisors.
Your retirement savings are worth making the move. If you’ve left your 401(k) behind at an old job, are nearing retirement, or juggling several different accounts, it may be beneficial to roll over your accounts to Advantis Wealth Management (available through CUSO Financial Services, L.P.). You may enjoy lower fees and costs, easier account management, and local service from our CFS* advisors.
Schedule a Consultation Meet our CFS* Advisors
or Call 503-785-2561
The Advantis Wealth Management difference
- We can facilitate rollovers of 401k, 457, IAP, IRA and other qualified plans
- Fees and other costs may be lower than your old retirement accounts
- We charge no transactional sales charges or commissions on advisory accounts or the VOYA Select Advantage IRA ($5,000 minimum to open account)
- We offer a variety of investment choices and convenient online access to your accounts
- You get personalized service from an experienced local financial advisor
We make it easier to achieve your retirement goals
Schedule a complimentary consultation with one of our experienced CFS Financial Advisors. We can help you:
- Review your rollover and transfer options
- Choose the best plan to fit your needs
- Evaluate your overall retirement strategy
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors, including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
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