520 Route 22 East, Bridgewater, NJ 08807

(888) 566-2876
dranieri@finresc.org
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Office: (888) 566-2876

520 Route 22 East

Bridgewater, NJ 08807

dranieri@finresc.org

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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*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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

CUSO Financial Services, L.P. (CFS) and Financial Resources Federal Credit Union may refer customers to Trust & Will and do not receive monetary compensation from such referrals, and such referrals will not increase any fees paid or payable by you to Trust & Will. You are not required to obtain any product or service from Trust & Will and your decision will not impact your ability to obtain any service from CFS or Financial Resources Federal Credit Union. CFS and Financial Resources Federal Credit Union are not responsible for the service. This is not to be construed as a referral for legal services or an attempt by CFS or Financial Resources Federal Credit Union to in any manner endorse or guarantee legal services provided by any individual or firm. 
SEC Marketing Rule Referral Disclosure Form Credit Union Sept. 23-2022 CFS Referral Disclosure