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Thinking about retirement? Check with us first!

Complete the form to have a CFS* Financial Advisor contact you.

 

A trusted CFS* Financial Advisor can help you build a retirement plan, with your best interest in mind. Now’s the time to check off your retirement to-do list and start the New Year right! Complete the form to have a CFS* Financial Advisor contact you, or give us a call at 904.371.8076 (select option 9).

  • Contribute to an IRA (New Rules for ages 70+)
  • Roll over your old 401(k)
  • Complete your Direct Rollover of DROP
  • Roll over your 403(b) or 457 plan

Get a free consultation today with your local experts!

*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. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.