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Account Consolidation

Account Consolidation

If you have multiple investment portfolios and insurance accounts, consolidating them can give you a better handle on your money. Our CFS investment advisors can help you take control of your assets.

See what you have and how it's performing

Many people have a difficult time keeping track of their 401(k)s from previous employers or various insurance policies and statements. We’d like to get you organized so you know what you have, and our CFS financial advisors might even be able to consolidate some of your accounts to simplify everything, especially if you have multiple 401(k)s or other similar investments.**

  • Get a better understanding of how your investments and insurance policies are working for you
  • Find out how to read your statements and how to manage any gains your assets have accumulated

If you’d like to talk to us today about consolidating your accounts, please call (808) 844.8338.

*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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

**Before deciding whether to retain assets in an employer sponsored plan or roll over 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 judgements, required minimum distributions and possession of employer stock.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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