Consolidate your 401(k) or IRA with First Commonwealth Investment Services, and you could earn up to $100*. Simplify your financial portfolio and enhance your investment power by consulting with a CFS** Advisor!
Navigating your retirement accounts doesn't have to be complicated. We streamline the process, making it straightforward and stress-free to consolidate your retirement savings.
Through consistent meetings, your CFS Advisor monitors your progress and adapts your plan to achieve financial goals and address key questions. Schedule an appointment today to get started and receive expert advice towards your retirement!
*Offer valid through November 30, 2024, for members who roll over either an IRA or 401(k) with CFS. Qualifying members will receive $25 for rollovers between $25,000 - $49,999.99, $50 for rollovers between $50,000 - $99,999.99, and $100 for rollovers of $100,000 or more. Payments will be made to the member's savings account within 60 days after meeting conditions. Payment subject to 1099 reporting requirements. Appointment with CFS must take place by December 31, 2024 to receive this offer. Must be 18 or older to participate. Limit one savings deposit per member. Credit Union membership required.
**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 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.
CFS Representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional. The information shown is for general illustration and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.