401(k), Pension, IRA Rollover

 

 Smart Retirement and Investment Planning.  It's what we do.

How to Start

Making the right choice is very important.  Contact Street Financial Services by phone or email to set up an appointment to discuss your options.  While we are happy to meet personally with you, we will work hard to make it easy to understand your choices. 

If you are over age 55 and under 59 1/2 do not roll over your pension/401k without talking to us first.  Many advisors are unaware how you can take out as much money as you wish from your retirement account with no restrictions or penalties.  Once you roll the money over to a typical IRA it is too late.  Many advisors are unaware of this special option.  Call 978-687-3411 and schedule your appointment right away.

Make the best decisions for your retirement.