Retirement & Investment Services (available through CFS*)
As a Velocity member, you can take advantage of professional investment and financial planning services through CUSO Financial Services, L.P. (CFS*), our broker-dealer. If you don’t have a financial plan, then it’s time to get one. Meet our friendly CFS* financial advisor. We're here to help with your financial future!
Call today for a free, no-obligation consultation.
*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 November 22, 2019. 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.
*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. Velocity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.