Move your investments forward.
In or nearing retirement, everyone should begin to look closely at their funds. If you have IRA’s, 401(k)’s and pension plans scattered all over, you may want consider consolidating your accounts.* At University Credit Union our CFS** Financial Advisor, Al Durazo, can help you, he is here to answer your rollover questions and find ways to:
If you would like to learn more about Al Durazo, feel free to contact him at 800-UCU-4510 x2309 or email him at email@example.com to schedule an appointment.
Al Durazo is securities licensed in California and holds a California Insurance license #0H23063.
"Creating this Trust has been one of my accomplishments for this year, and I feel really good about having these protections set up."
- Cathy B.