Penney, Murray & Associates

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Advisors

Ron Penney

Ron Penney

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ron Penney's website
Amy Yaryan Cole

Amy Yaryan Cole

MBA, CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amy Yaryan Cole's website
Stacey Penney

Stacey Penney

CFP®, CRPC®

Financial Advisor

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Carolyn Crim

Carolyn Crim

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Carolyn Crim's website
Charles W. Ladd

Charles W. Ladd

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Charles W. Ladd's website
George Snyder

George Snyder

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit George Snyder's website
Dalton J Stockton

Dalton J Stockton

CRPC®

Financial Advisor

Visit Dalton J Stockton's website
Blake Boyd

Blake Boyd

Financial Advisor

Visit Blake Boyd's website

Team

Shelia Dossey

Shelia Dossey

Administrative Assistant