Financial advice on your retirement plan when leaving a job — learn which option is best for you.
When you start a new job, you have some decisions to make about your 401(k) or other retirement plan with your previous employer. With the guidance of a Financial Advisor, available through our broker/dealer, CUSO Financial Services, L.P. (CFS)*, we’ll help you sort through your options for rolling over your money and select the option that’s right for you.
*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. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.