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.


Our advisors

Anthony Martino

Anthony Martino

CRPC®, CLTC®

Financial Advisor

Learn more about Anthony Martino Visit Anthony Martino's website
Robert Martino

Robert Martino

CFP®, ChFC®, CLU®, RICP®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Martino Visit Robert Martino's website
Lawrence Just

Lawrence Just

CPA

Financial Advisor

Learn more about Lawrence Just Visit Lawrence Just's website

Our team

Thomas Provenzano

Assistant