401k Rollovers | Amplify Credit Union

Don't Make the Wrong Choice

Our CFS* Financial Advisors can assist you in consolidating your retirement accounts and help you retire with confidence by helping you to:

Allocate, diversify, and re-balance your portfolio
Create a plan for retirement
Track and monitor your retirement savings goals

Schedule an Appointment

Helpful Links:

The Wealth Management Team

Srinath DeSilva
Financial Advisor
CUSO Financial Services, L.P.
Phone: 512-519-5460
Email Me
Schedule an Appointment -
La Frontera
Schedule an Appointment -
Pond Springs
Jennifer Hope
Financial Advisor
CUSO Financial Services, L.P.
Phone: 512-519-5420
Email Me
Schedule an Appointment -
Esperanza Crossing
Lori Sturgis
Financial Advisor
CUSO Financial Services, L.P.
Phone: 512-904-2456
Email Me
Schedule an Appointment -
Cedar Park
Schedule an Appointment -
University Commons

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (MemberFINRA/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.

Don't Make the Wrong Choice

Helpful Links:

Srinath DeSilva

Jennifer Hope

Lori Sturgis