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Investment Services

Should You Do a 401(k) Rollover? 

As a Community First member, you have access to a team of dedicated CFS* Financial Advisors to help you build your personalized retirement plan.

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ROLLOVER YOUR 401(K) TO AN IRA

When changing jobs, one of the options you may have with your 401(k) is to roll it over into an IRA. Talk with your personally dedicated CFS* Financial Advisor at your local Community First Branch because a rollover can offer benefits like:

  • More investment choices – Employer plans tend to offer limited options.
  • Communications – When you leave your 401(k) with your former employer, you may miss communications and updates about the plan.
  • Potentially Lower fees – Learn what the management and administrative fees for your 401(k) plan are versus an IRA.

Getting started is as easy as scheduling a conversation.

Reach out to learn more!

Contact Your local CFS* Financial Advisor at Community First Credit Union today

Schedule a complimentary in-person, over-the-phone, or video session by filling out the form on this page.

Or, give us a call at 904.371.8076 (select option 9).

complete the form to contact a cfs* financial advisor

Meet your CFS* Advisor Team at Community first

Check the background of these investment professionals on FINRA's BrokerCheck

Ken Millhone

Ken Millhone

Program Manager

CUSO Financial Services, L.P

+ Learn more about Ken
Mark Fitzmorris

Mark Fitzmorris

Wealth Advisor

CUSO Financial Services, L.P

+ Learn more about Mark
Zach Toelle

Zack Toelle

Financial Advisor

CUSO Financial Services, L.P

+ Learn more about Zack
Michael Young

MICHAEL J. YOUNG, CRPC®

Financial Advisor

CUSO Financial Services, L.P

+ Learn more about Michael
Ed Reynolds

Edwin Reynolds

Financial Advisor

CUSO Financial Services, L.P

+ Learn more about Ed
John Lunney

John Lunney

Financial Advisor

CUSO Financial Services, L.P

+ Learn more about John
Deidre Knott

Deidre Knott

Financial Advisor

CUSO Financial Services, L.P

+ Learn more about Deidre

*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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.