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Rollovers Accounts

Manage your retirement savings by consolidating your accounts to one place.

There are many benefits to consolidating your money—for example, more effective management of your asset allocation, diversification, potentially lower fees, more services, and better planning.

 Schedule Appointment

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans at multiple firms, you may want to consider consolidating your accounts.**

With FAIRWINDS Wealth Management available through CUSO Financial Services, L.P.*, our CFS Financial Advisors can help answer your rollover questions and find ways to potentially:

  • Save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance in one portfolio
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement

How can we help?

To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.

We will contact you by the end of the following business day to discuss your needs.

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