Muscalus & 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

Jack Muscalus

Jack Muscalus

CFP®, RICP®

Private Wealth Advisor

Visit Jack Muscalus's website
Anthony Beccone

Anthony Beccone

CFP®, CPA, MBA

Financial Advisor

Visit Anthony Beccone's website

Team

Jennifer Bailey

Operations Director,

Paraplanner

Christy Schmalhofer

Client Service Specialist

Christy Simmers

Client Service Manager