Your future depends on it.
In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans scattered all over, you may want consider consolidating your accounts.* At University Credit Union our CFS** Financial Advisor, David Elster, can help you. He is here to answer your rollover questions and find ways to:
If you would like to learn more about David Elster, feel free to contact him at 858-805-7949 or email him at firstname.lastname@example.org to schedule an appointment.
David Elster is securities licensed in California and holds a California Insurance license #0H84747.
"The way each UCU staff member cared for my every concern afforded me to drive away in my new ride."
- Beverly W.