Investments & Retirement

Saving for your future depends on what you do today.

Start Planning Your Future Today

Early investments can lead to compounding returns. Whether you're just getting started with a 401 (k) or you're looking to maximaize returns, Cal Coast has the resources and tools to help you build the cushion that will fund a comfortable, secure and enjoyable retirement. 

Why invest with Cal Coast? 

  • Access to expert, local financial advisors that get to know you and your individual goals to provide a truly personalized investment strategy.
  • Wealth Management and Retirement Planning with a dedicated Cal Coast Financial Advisor.
  • The opportunity to join a Credit Union that has you and your family's best interest in mind at all times - a perk that big banks can't provide.

Retirement Options

IRA Savings

No Minimum Opening Balance
Free
Open An Account
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  • No minimum opening balance
  • Variable rate
  • Traditional, Roth, Spousal, Coverdell and SEP Savings available
  • Additional deposits allowed at any time

IRA Certificates1

Begin with as little as
$1,000
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  • Competitive fixed rates
  • Choose a term between three months and five years
  • Traditional, Roth, Spousal, Coverdell and SEP IRAS available 

Retirement Planning2

Schedule a Consultation
Free
Make An Appointment
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California Coast Financial Services is dedicated to providing you with sound retirement planning and investment services with the exceptional level of member service that you have come to expect. It's part of our commitment to you and our promise to help you pursue a sound financial future.

Financial Planning

California Coast Financial Services2

  • Retirement Planning
  • College and Higher Education Savings Plans
  • Income/Distribution Planning
  • Investment Planning Tax-Advantaged Investments
  • IRAs, Roth IRAs, 401(k) and 403(b) Plans
  • Mutual Funds, Stock and Bonds
  • Fixed and Variable Annuities
  • Personal Financial Assessments
  • Comprehensive Financial Guidance
  • Trust and Estate Planning
  1. Penalty for early withdrawal applies to all certificate types unless otherwise indicated. Rates and terms are subject to change without notice.
  2. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. California Coast Financial Services, California Coast Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Trust services provided by Premier Trust, a subsidiary of Ladenburg Thalmann.

CLICK HERE FOR A COPY OF PFG ADVISORS' RELATIONSHIP SUMMARY (FORM CRS)
CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC'S RELATIONSHIP SUMMARY (FORM CRS)

Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV.CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value

This site is published for residents of the United States and is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

This communication is strictly intended for individuals residing in the states of CA, AZ, CO, FL, ID, IL, IA, MD, MO, MT, NC, NJ, NM, NV, NY, OH, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Contact Me

Have questions? Want more information? We’re more than happy to get in touch. Let’s Talk. Just complete the form.

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