The CFS team at Verity has decades of experience and is led by a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Whether you're looking to roll over a 401(k), start from scratch or adjust your current portfolio, we're here to help. To schedule an appointment, please email us or call (206) 361-5312.
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Become a client today
Whether you're a seasoned investor or just getting started, managing your investments is a lot easier with an advisor by your side. Through our contract with CUSO Financial Services, L.P. (CFS)*, we provide a wide selection of investment products and services, including:
Rollovers from 401(k) and Thrift Savings Plans (TSP)**
Preserve the tax advantages of your employer retirement plans and roll over your funds into an IRA.
Transfers between IRA and investment accounts
Consolidate your accounts and upgrade to client service that puts your future first.
Start and fund a retirement account that actually fits the lifestyle you have in mind by working with an advisor to help create a detailed retirement road map.
Available products and services
Through CUSO Financial Services (CFS)*, we provide a wide selection of investment products and services, including:
- Bonds—U.S. Government, Municipal, Corporate
- Mutual funds
- and much more
- Retirement planning
- 401(k) & TSP rollover options**
- Portfolio reviews
- Asset allocation
- Life and estate-related financial planning
- Educational savings
- Overall financial planning
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