Account Rollover

Rescue your old 401(k) or other retirement accounts.
Roll over to a new IRA to CFS* at Advantis Investment Services*

Did you change jobs and leave your 401(k) behind? Nearing retirement? Or juggling several different accounts? Rescue your old retirement accounts with an IRA Rollover at Advantis Investment Services (available through CUSO Financial Services, L.P.).

Schedule a consultation

    503-785-2574

Why choose Advantis Investment Services?

  • 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)
  • 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 our experienced CFS Financial Advisors, Patrick Huey, CFP® and George Zimmerman. They 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.

Get up to $100**
when you roll over your retirement accounts to CFS* at Advantis Investment Services
Roll over balances of
$50,000 to $99,999
Roll over balances of
$100,000 or more
Get a $50 VISA
Gift Card
Get a $100 VISA
Gift Card

Learn more and get started:

Call 503-785-2574 or email phuey@advantiscu.org to learn about your account rollover options.
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.

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.

**Please take into consideration, when making the decision to roll over an account to an IRA, that investment choices, payment options, account fees, and trading expenses between the accounts may differ. Rolling over funds to an IRA does not guarantee that the IRA will outperform the account being rolled over or experience lesser loss during periods of market volatility. This offer is valid from January 1, 2015 through March 31, 2015 for individuals who make a qualifying roll over to an IRA through CUSO Financial Services, L.P. (CFS) at Advantis Investment Services. The VISA gift card will be awarded within 5 business days of confirmation of the qualifying roll over. This offer is limited to one VISA gift card per client. This offer may be modified or withdrawn at any time without notice.