Investments

Retirement Rollover Options

Take a fresh look at your financial goals.  Give us 30 minutes and you may qualify for $100!**
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We help people build portfolios by explaining options, providing market insights and offering a personalized approach that factors in risk tolerance and lifestyle goals. Our financial advisors don't earn a commission selling specific stocks or mutual funds. They earn trust by focusing on what's right for you.

  • One-on-one consultations with registered financial advisors
  • Investment products, including stocks, bonds, treasury bills and annuities
  • Retirement planning, including IRAs and 401(k) and 403(b) Plans
  • Tax and estate planning
  • College-saving strategies

Explore all of your options at Scient Financial Services, available through CUSO Financial Services, L.P. *

*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. 

**Before deciding whether to retain assets in an employer sponsored plan or roll over to IRA, an investor should consider various factor including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. *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. The credit union has contracted with CFS to make non deposit investment products and services available to credit union members. †Must meet with Financial Advisor and rollover an IRA account or retirement plan statement from another financial institution worth at least $25,000 and be a current Scient member to be eligible for the $100 deposit. Offer ends 9/30/22 and may be discontinued at any time.

Scient FCU is a full-service credit union with branches in Groton and New Haven Connecticut.

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