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 maximize 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 BalanceFree 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 Open An Account
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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 ConsultationToday Contact Us
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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
