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

Glenn Fasani

Glenn Fasani

CEP®

Financial Advisor

Certified Estate Planner™
Visit Glenn Fasani's website

Team

Jill Landry

Jill Landry

Client Service Manager

Amber Exler

Amber Exler

Client Service Coordinator

Sydney Manna

Sydney Manna

Client Service Manager,

Client Relationship Manager
Pedro Tonietto

Pedro Tonietto

Investment Specialist

Kurt Weaver

Kurt Weaver

Financial Planning Assistant