When you change jobs or retire, you will have some important financial decisions to make. You will need vital information that will allow you to make those important decisions that fit your current situation, investment time frame, and long-term goals and objectives.
At Sb1, available through CUSO Financial Services L.P., an IRA provides:
Call today to discuss if a rollover is right for you. For a complimentary appointment contact Diane Badolato at 888.564.4900 or firstname.lastname@example.org.
Visit the Sb1 Financial Services Department site to learn more.
* 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. Sb1 Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.