As a Velocity Credit Union member, you can take advantage of financial and retirement services provided by professional CFS* financial advisor Kent Johnson, in our Retirement & Investment Services program available through CUSO Financial Services L.P.*. Kent is available to meet at any of our branches and will make an appointment with you at the location and time most convenient for you. Our CFS* financial advisor provides objective wealth management products and services that include, but are not limited to: retirement, college saving plans, life insurance, and stocks, bond and mutual funds.
Check the background of this investment professional on FINRA’s BrokerCheck.
Are You Retirement Ready?
Kent can help you decide. Plan your complimentary visit today.
*Rollover Reward disclosure: Rollover must be an IRA, 401(k), 403(b), 457, or TSP. Offer valid for individuals who open a new retirement account through CUSO Financial Services, L.P. (“CFS”) by April 30th, 2021. Void where prohibited. Velocity Credit Union membership is required to take advantage of this special offer. Participants will receive a $100 deposit to their Velocity account for rollover amounts $25,000 and higher. Deposit will be placed in the member’s account 60 days after account funding. Taxes are the sole responsibility of the recipient. Limit one $100 reward per member. Limited time offer. While supplies last. 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 judgments, required minimum distributions, and possession of employer stock.
*Disclosure: 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.
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.