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$100 Bonus Inquiry
Fill out the form below to start the process of rolling over your 401(k) or IRA account with our CFS Financial Professionals and receive a $100 Visa® gift card as a bonus!* Plus, enjoy ongoing financial planning to meet your needs and personal assistance from your CFS Financial Advisor.
Once you submit the form, a member of our team will reach out soon to schedule your complimentary consultation!
*Offer valid from August 1 through October 31, 2024, for members who invest a minimum of $25,000 into a new or current investment account with CUSO Financial Services, LP (“CFS”), at Grow Financial Federal Credit Union. Qualifying members will receive $100 for balances of $25,000 or more. VISA e-gift cards will be emailed within 60 days after meeting conditions while supplies last. Must provide a valid email address. Must be 18 or older to participate. Grow Financial reserves the right to provide a rain check or a substitute of equal or greater value.
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. For specific tax advice, please consult a qualified tax professional.
