Our CFS* Investment Advisors are available to review your retirement plans and options. Our comprehensive and holistic wealth management services include:
- Personalized Retirement Solutions and Wealth Management
- Socially Responsible Investment Options
- $50 Gift Card for Rolling Over Your Retirement Accounts†
Schedule a complimentary appointment today!
*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. Bay Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
†$50 gift card provided to all Credit Union members who roll over their IRA, 401(k), or 403(b) with CFS. Limit of two $50 gift cards per member, for a maximum annual total of $100. Credit Union members must schedule an appointment with CFS by December 31, 2018 to receive this offer. Must be 18 or older to participate, CFS reserves the right to provide a rain check or a substitute of equal or greater value. 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.