Rollovers (401k & 403b)


Rollovers (401k & 403b)

If you have recently changed jobs or if you are nearing retirement, you have an opportunity to move your retirement savings. Whether you have an existing 401(k) or 403(b), we can help you take control of your money by rolling it over into an Individual Retirement Account (IRA). Helping you transition your monies and select the appropriate investment allocations for your needs can be made easier by working with our PeoplesWealth Advisory Group Representatives. They have assisted many customers with making this transition. Earning the most for your retirement dollars is an important decision. We can help you with your needs and keep you on track for a secure retirement.

For more information, on our Retirement & Pension Plans contact one of our PeoplesWealth Advisory Group Representatives.

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PeoplesWealth Advisory Group is available at 1936 Memorial Drive, Chicopee, MA 01020 and 7 College Street, South Hadley, MA 01075. For your convenience you can meet with our PeoplesWealth Advisors at any other location by appointment. Phone 413.538.9500

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. PeoplesWealth Advisory Group is a trade name of PeoplesBank. Infinex and PeoplesBank 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.

Holyoke, Massachusetts 01040 | 413.538.9500 Connects to All Offices