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401K 403 and IRA's

401K, 403B, and Retirement Plans

 

Rollovers

Are you changing jobs, and not sure what to do with your 401K plan, Profit Sharing Plan, or Pension Plan balances?

Are you retiring, and not sure sure what to do with your 401K plan, Profit Sharing Plan, or Pension Plan balances?

Do you have an IRA or IRA Rollover account for which your investment choices might not be entirely appropriate?

New Individual IRA Accounts

We set up your own new IRA account, and make appropriate recommendations to you.

401K Profit Sharing and/or Pension Plan

We can help you set up your own company:
    401K Plan
    403B Plan
    Profit Sharing Plan
    Pension Plan

 

We focus on the needs of individuals and businesses in exactly the above situations.

Call Mr. Strickoff today (516-623-1800) for an appointment to review your situation, so that we can make purposeful recommendations suitable for you.