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Investments

401(k) Retirement Plan

Set up a 401(k) Plan for your employees to provide for them in their retirement.

403(b) Retirement Plan

Offer the right investment vehicles for your school district employees and provide them with the one-on-one assistance they may need.

Liquid IRA Investments

Transfer your IRA investment to another IRA and avoid taxes.

IRA Rollover

Transfer your IRA investment to another IRA and avoid taxes.

Investment products and services offered through CUSO Financial Services, LP (CFS), are not NCUA, NCUSIF insured, non credit union guaranteed, and may lose value. Financial Consultants are employed by Altura Credit Union and registered through CFS. Altura is in partnership with CFS (Member FINRA / SIPC) and SEC Registered Investment Advisor.