Roll over your investment account and get a special treat!

Fill out the form below to discuss rolling over your IRA, 401(K), or D.R.O.P. accounts and receive up to $100 on us!*


Earn up to a $100 rollover reward by consolidating your 401(K) or IRA to CUSO Financial Services, L.P. (Investment Services available through CFS**).

Benefits of rolling over:

  • Streamline your investments in one portfolio
  • Plan for retirement
  • Work to increase your savings
  • Gain access to a dedicated Financial Advisor
  • Receive up to a $100 gift card

We believe that your money should always be working to earn you more. Our CFS Financial Advisors are here to answer any investment questions you might have. We can provide an analysis to help determine the investment tools that will best help you reach your goals.

*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 June 15, 2019. Void where prohibited. Community First Credit Union of Florida membership is required to take advantage of this special offer. Participants will receive a $25 gift card for rollover amounts between $25,000 and $99,999 or a $100 gift card for rollover amounts $100,000 or higher. Gift cards will be mailed to the members 60 days after account funding. Taxes are the sole responsibility of the recipient. Limit one gift card 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. Community First Credit Union of Florida 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.