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Earn $100 When You Consolidate

Earn $100* by consolidating your 401(k) or IRA accounts to Amplify Wealth Management available through CFS.**

Plus, enjoy other benefits that potentially include lower fees, estate planning features, and access to customized financial planning.

Schedule an AppointmentSee Campaign Details

5 Reasons to Consolidate Accounts

As your career path unfolds, you may find yourself with a handful of unmanaged retirement accounts with previous employers. We break the reasons - from investment strategy to estate planning - why you should consolidate those accounts down into a single IRA.

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The Wealth Management Team

Meet the Amplify Wealth Management team powered by CUSO Financial Services.

  • Srinath DeSilva

    Financial Advisor

    CUSO Financial Services, L.P.

  • Lori Sturgis

    Financial Advisor

    CUSO Financial Services, L.P.

  • Michael Jones

    Financial Advisor

    CUSO Financial Services, L.P.

Talk to Our CFS* Financial Advisors

Schedule an in-person or virtual appointment with one of our CFS* financial advisors to learn more about the 401k rollover process.

Please do not include any sensitive information such as account number or social security number.

*Offer valid through April 30, 2021, for members who roll over either an IRA or 401(k) with CFS. Qualifying members will receive $100 for rollovers of $25,000.00 or more. Payment will be made to the member’s savings account within 90 days after meeting conditions. Payment subject to 1099 reporting requirements.

Must schedule an appointment with CFS by April 30, 2021 to receive this offer. Must be 18 or older to participate. Limit one savings deposit per member. Limited time offer. While supplies last. CFS reserves the right to provide a raincheck or a substitute of equal or greater value. Before deciding whether to retain assets in an employer-sponsored plan or rollover 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.

** 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.