Get $100* when you roll your 401K over to a qualified CFS IRA with Cornerstone.
Investing is never one-size-fits-all. Your portfolio deserves personal attention, with access to the tools, guidance and investment choices that build your financial future. If you’re ready to invest in yourself by rolling your 401k over to a qualified CFS IRA with Cornerstone, we have a $100 gift card* waiting for you!
Roll over your 401K by scheduling an appointment with Cornerstone's CFS Executive Financial Advisor Jeffrey Rand.
*A $100 Visa gift card will be given to members who roll over an IRA, 401(k), or 403(b) of at least $25,000 to a qualified CFS IRA at CCF. Gift card will be given upon the deposit of rollover funds into a qualified CFS IRA. Limit of one (1) $100 gift card per SSN. Offer valid through 12/31/2021. Members must schedule an appointment by 12/01/2021 to receive this offer. Must be 18 or older. Subject to change at any time.
Your membership at Cornerstone gives you direct access to a registered financial representative to help you manage your financial well-being. Whether you are looking for insurance, investment guidance and just some advice, we are here for you.
Cornerstone Community Financial is pleased to provide to our members a full suite of investment products and services through CUSO Financial Services, L.P. (CFS). You may also use the financial calculators provided below to get started on your plan or monitor your progress, prior to your appointment with our registered Financial Advisor.
Meet Jeffery Rand
Hello! My name is Jeffrey Rand, and I am the Financial Advisor at Cornerstone Community Financial Credit Union, through CUSO Financial Services LP. I am a licensed wealth management professional, trained to create a financial plan designed to meet your unique goals creating confidence in your financial roadmap.
Experienced and Balanced
I’ve worked with some of the biggest names in the business in excess of 20 years. Partnering with Cornerstone gives me the opportunity to get to know members on a personal level.
As a financial consultant, my goal is to utilize my extensive experience to help my clients develop, implement, and navigate a financial plan utilizing a well-balanced investment strategy to accomplish their goals and objectives.
How can I help You?
You need a financial planner who is in your corner. Schedule a no-obligation appointment with me to review your financial planning and investment options.
We can also talk about:
- Retirement Planning
- Income Planning
- 403(b) and 401(K) rollovers
- Mutual funds
- Long Term Care
Jeffrey's FINRA registration
Series 7 – Securities Representative
Series 8 – Securities Supervisor
Series 66 – investment Advisor
Series 63 – Uniform Securities Agent State Law
Life and Health Licensed
Bachelor of Arts (BA), Finance, Michigan State University, Eli Broad School of Business
You may check the background of this investment professional on FINRA's BrokerCheck
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("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. Cornerstone Community Financial 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.