News & Updates

It can be a real challenge keeping track of multiple retirement accounts at different financial institutions. Adrian Hedwig, CFS** Financial Advisor at Salal Investment Services, makes it easy to rollover your old retirement accounts and consolidate them with the guidance of an experienced investment professional who’s focused on your financial wellbeing. And during this limited-time offer, when you roll over your old IRA, 401(k), 403(b), 457 plan, or Thrift Savings Plan, you can earn $100 in cash rewards.

Salal Investment Services
Helping You Plan for the Future with Confidence

From retirement planning to asset management, Salal Investment Services, available through CUSO Financial Services L.P., gives you the personal service and expert guidance you need to make informed choices about your retirement investments. Adrian is always happy to sit down with you, review your current retirement accounts, and help you develop the investment strategy that makes the most sense for your needs and goals.

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*Rollover must be an IRA, 401(k), 403(b), 457, or Thrift Savings Plan. Offer valid for individuals who rollover funds to an existing account or open a new retirement account through Salal Investment Services with a minimum of $20,000 from July 20 through August 31, 2020. Void where prohibited. Salal Credit Union membership with a checking or savings account is required to take advantage of this special offer. $100.00 will be deposited into the member’s checking/savings account by October 30, 2020 after account funding. Taxes are the sole responsibility of the recipient. Limit one $100.00 reward per client. A client cannot receive more than one investment reward per year.

**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.