Account Rollover

Rescue your old 401(k) or other retirement accounts.
Roll over to a new IRA 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 Online

    Call 503-785-2499

Couple in golf cartWhy 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 ING Select Advantage IRA
  • More 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 easy.

Schedule a complimentary consultation with our experienced CFS Financial Advisor, Patrick Huey, CFP®.  Patrick 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 503-785-2499.

*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.