Retirement & Investment Services
Straightforward and objective investment advice can save you time while making the most of your money. As a valuable benefit to our members, ILWU Credit Union offers retirement planning and wealth management services through CUSO Financial Services, L.P.* (CFS). If you are on the path to retirement, our CFS Financial Advisor, Mohammed “Moe” Ayala, can provide you individualized service and experience working directly with members like you.
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Retirement Income Strategies
- Life and Long Term Care Insurance
- Reviewing Your Current Retirement Plan
If you are interested in developing sound solutions for your retirement with a plan based on you, your goals, and your picture of a financially successful retirement, Moe is here to help. He will provide impartial advice based on your financial needs to help you make informed decisions.
View Your Accounts
It's easy to view your Investments through Online and Mobile Banking. Simply log in, select Accounts from the Main Menu and view your Investments.
Schedule an Appointment Today
To get started designing your plan, schedule a free, no-obligation appointment by contacting Mohammed Ayala at 866.445.9828 ext. 370 or email [email protected].
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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. The Credit Union has contracted
with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.