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Your 401K Needs

Whether your financial goals are short-term or you’re dreaming about the future, our Financial Advisor will listen and provide you with helpful information and advice. Or if you just want to give your finances a check-up, book an appointment today. Call Preston Ivey at 757-886-3344.

Contact us for your check-up.

Contact Us

Whether your financial goals are short-term or you’re dreaming about the future, our Financial Advisor will listen and provide you with helpful information and advice. Or if you just want to give your finances a check-up, book an appointment today. Call Preston Ivey at 757-886-3369 OR 757-886-3344.

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. 1st Advantage Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Changing Jobs and 401k Rollovers

Changing jobs is always a busy time. You need to tie up loose ends at your old job, learn everything at your new one and everything else in between. The last thing you want to stress about is deciding what to do with your 401k plan. Fortunately, Advantage Financial, a service of 1st Advantage Federal Credit Union, is here to help.  Learn more

At Advantage Financial, we give you the choice of rolling your 401k plan into a variety of self-directed options giving you more control over how and where your money is invested. A 401k rollover provides you with the broadest range of investment options and the greatest flexibility for distribution planning at retirement. Additionally, you can often combine multiple 401k plans into one combined account when creating a rollover account. Best of all, 401k rollover options like an IRA allow your money to continue to grow tax deferred.


Changing careers doesn’t have to be stressful if you rely on one of our qualified Investment Representatives to keep your finances safe and secure. Call 757-886-3369 OR 757-886-3344 to find out more about rolling over your 401k from your old job to your new job today or



Benefits of 401k Rollover

In today's economy, it’s becoming increasingly important for you to be proactive about your retirement finances and investment options, especially if you've switched jobs or are nearing retirement. Fortunately, 1st Advantage has the tools to help you every step of the way.
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One of the best options for you may be a 401k rollover, which allows you to move your existing plans into one retirement account, without being hit with any taxes or penalties. A 401k rollover can provide you with the broadest range of investment options and the greatest flexibility for distribution planning at retirement. Best of all, once your 401k has been rolled over into an IRA the money will grow tax deferred and hopefully provide you the funds to have a prosperous retirement.


Preston Ivey, CFS* Investment Representative at 1st Advantage, can help you take control of all of your retirement savings. Your advisor will teach you to:


  • Make wise money decisions
  • Understand your 401k options
  • Understand how taxes and penalties can impact early 401k withdrawals
  • Regularly review your portfolio to keep you on track to reach your goals

    To make an appointment with our 401k expert, Preston Ivey, call 757-886-3369 OR 757-886-3344.

    Schedule your appointment.

    • A Team You Can Trust

    At 1st Advantage, we've put a team of financial experts in place who can simplify the investment process. Advantage Financial, available through CUSO Financial Services, LP (CFS), our broker-dealer, can offer you a breadth of experience to financial planning that will help you reach your financial goals.
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    With today's economic challenges and diverse investment options, you need a team to turn to who can help you work toward realizing your dreams. Advantage Financial, available through CFS*, strives to provide you with experienced advice, quality investment products and a team you can trust.


    ASSET MANAGEMENT SERVICES

    Advantage Financial can assist you with products ranging from mutual funds to other investments. We can provide the following investments and services:


  • Mutual funds
  • Stocks and bonds
  • Fixed and variable annuities
  • Traditional, Roth and Education IRAs
  • Insurance

    BUSINESS PLANNING

    Being a successful business owner means you are not only worrying about building a solid financial plan for yourself and your business, but also providing financial well being to your employees. Advantage Financial can help you put your business on sound financial footing as your long-term financial partner.


    SERVICE YOU CAN TRUST

    You can count on your Advantage Financial advisor, available through CFS*, to review your investment plan periodically to help you stay current on market conditions. If you want to build your portfolio and protect the things you’ve worked so hard to have, we can help you design a program to make your business secure no matter what the future holds.


    Learn about other products offered.

    • Want to contact us?

    Improve your future with smart investments. We'll show you how. Contact us at 757-886-3344 or complete this form and we will contact you.

    *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. 1st Advantage Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.