401k Rollovers

Have you changed jobs and left your retirement plan behind, or maybe it’s time for you to retire and you need to evaluate how to live off your 401k?

Professional Advice:

  • Learn what your options are when considering a 401k rollover
  • Learn what investment options you have when rolling over your 401k
  • Let our licensed Infinex Investment Executive help with this very important decision

You can meet our Infinex Investment Executive in a registered branch.

Financial Consultant

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. In Massachusetts, insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Naugatuck Valley Wealth Management is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.