Financial Advisors Help with 401k plans

The team of Financial Advisors available through CUSO Financial Services, L.P. at Blue are available to help employees with their 401(k) plan situations.

When you are facing circumstances due to a company restructure, we're here for you. Changing employment situations can be stressful. We can discuss your 401(k) plans in greater detail and do a comprehensive financial analysis that considers many potential obstacles you could face.

Many people are unaware of possible tax implications if their 401(k) plan is not managed or transferred correctly. The IRS could impose tax penalties in some cases**. Our Licensed CFS* Financial Advisors are experienced and have resources that can help you evaluate the different options you may have when making such an important decision.

Let's create a plan that will help add some confidence to very uncertain times.

Cole Turner


Cole Turner

Financial Advisor

CUSO Financial Services, L.P.

cole.turner@bluefcu.com

307-432-5425

Contact Cole

 

Dan Hancock


Dan Hancock

Financial Advisor

CUSO Financial Services, L.P.

daniel.hancock@bluefcu.com

307-432-5445

Contact Dan



Donna Creighton

Donna Creighton

Financial Advisor

CUSO Financial Services, L.P.

dcreighton@bluefcu.com

307-432-5444

Contact Donna