Have you recently changed jobs, retired, or have a retirement plan with a former employer? Perhaps you have a CD, Money Market, or savings account that isn't helping you to pursue your financial goals. Don't let your funds just sit out there. Now is the perfect opportunity to consider your options for these accounts. It's time to talk to your financial consultant.
Receive a $75 Gift Card when you invest $25,000 or more from your savings, checking, money market CD, IRA, 401(k), or pension with Orange County's Retirement & Investment Services.*
Offer ends December 31, 2016
You can trust us to help you understand your options. One of our experienced financial consultants will be glad to explain your options, assist you with the paperwork, and help you design an investment strategy that's tailored specifically to your needs and financial goals.
Schedule a no-cost, no-obligation consultation with a financial consultant to get started. Call the Retirement & Investment Services Department at (888) 354-6228 ext. 7599 or visit any Orange County's Credit Union branch.
*Must be an IRA, ROTH IRA, 529, 403B, or nonqualified deposit with an initial investment of $25,000 or more. Offer valid for Members who establish a new investment account relationship through Orange County's Retirement and Investment Services through LPL Financial. Limit of one gift card per client. Void where prohibited. Gift card cannot be redeemable for cash (merchandise or services only) and is not contingent on the sale of a specific product. Gift card given no later than 45 days after account is funded. Bonus is taxable and will be reported to the IRS. Any applicable taxes are the responsibility of the recipient.
|Not NCUA Insured||Not Credit Union Guaranteed||May Lose Value|
Financial Consultants are registered with and securities and investment advisory services offered through LPL Financial and Registered Investment Advisor. Member FINRA/SIPC. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.