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, 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.
"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.