Retirement Plan Rollover

Rescue your old 401(k) or other retirement accounts.
Roll over to a new IRA at Advantis Wealth Management.
(Available through CUSO Financial Services, L.P.)

Did you change jobs and leave your 401(k) behind? Nearing retirement? Or juggling several different accounts? Rescue your old retirement accounts with an account rollover to Advantis Wealth Management (available through CUSO Financial Services, L.P.).

Schedule a consultation

    503-785-2574

Why choose Advantis Wealth Management?

  • 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
  • No transactional sales charges or commissions on advisory accounts or the VOYA Select Advantage IRA ($5,000 minimum to open account) Other fees pay still apply
  • A variety of investment choices
  • Easier account management with one consolidated account
  • Convenient online access to your accounts
  • Local service from an experienced financial advisor

We make it easier.

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

Schedule a consultation now or call 503-785-2574.

Couple in golf cart

*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.