Having a financial plan is a key part to saving and planning for retirement. We understand that everyone’s financial needs are different. We’ll take the time to listen to your needs, explain your options, and provide comprehensive holistic advice so you can be confident in the steps you are taking to reach your financial goals.
Access even more investment options with a rollover IRA.
Get $50 for a rollover between $10,000-$49,999.
Get $100 for a rollover of $50,000 or more.
*Offer valid through December 31, 2019, for members who roll over either an IRA or 401(k) with Coastal Wealth Management, available through CUSO Financial Services, L.P. Money will be deposited into your primary savings once the rollover funds are invested with Coastal Wealth Management. Qualifying members will receive $50 for rollovers between $10,000-$49,999.99 and $100 for rollovers of $50,000 or more. Must schedule an appointment with Coastal Wealth Management by December 31, 2019 to receive this offer.
*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. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
