We make it easy to roll over your 401(k) or IRA retirement accounts

Deciding what to do with your retirement plan from your previous employer can be overwhelming. Let our team help you consolidate your funds and create a financial plan to make your goals a reality!

Learn more about 401(k) or IRA rollovers

Complete the form below and one of our representatives will contact you regarding your investments. 


Take your financial dreams to new heights!

With sound financial planning right at your Credit Union.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting a second opinion, we’re here to help.

Our CFS Financial Advisor Brad Schwab can provide you individualized service, and is experienced in working directly with members like you. Check the background of this firm on FINRA’s BrokerCheck

To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment:

Brad

Our Planning Process

Our CFS Financial Advisor will help you build a plan that meets all your financial goals. We understand that not everyone has the same goals in mind. We have a unique planning process to creating a financial plan that will help make your goals a reality! 

hand shake showing relationship

1. Establish Relationship

Getting to know you. What is important to you?

2. Discovery

Snapshot of your current assets. Identify your current goals and concerns.

3. Design

Develop your personalized financial plan.

4. Implement

With your approval we will implement your plan and handle all of the paperwork.

5. Review

Monitor your financial plan on a regular basis.

*Offer valid from 01/09/2023, for members who invest a minimum of $25,000 into a new or current investment account with CUSO Financial Services, LP (“CFS”), at Widget Financial through 04/15/2023.  Widget Financial VISA gift cards will be mailed within 30 days after meeting conditions while supplies last. Qualifying members will receive $100 for balances of $25,000 or more. Must provide a valid email address. Must be 18 or older to participate. CFS reserves the right to provide a rain check or a substitute of equal or greater value.