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.).
Why choose Advantis Wealth Management?
We make it easier.
Schedule a complimentary consultation with one of our experienced CFS Financial Advisors. We can help you:
Schedule a consultation now or call 503-785-2574.
*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.