Island Ice

Recommendations and reviews from 1 person

• Referral from June 30, 2017
  

  Bimia H. asked:

  Need help if you have a couple minutes.. I have a 401K from my previous employer and want to roll it into another retirement plan. I'm 100% vested so I want to keep the current one and I believe start an IRA? I've researched and spoke with my previous 401k provider (WellsFargo) and no such luck. Does anyone have a company, bank etc they absolutely love? AND TRUST? We are too small a company right now to offer it thru our biz so personal is the way to go, I think? Any help would be much appreciated.. Thank you

  

  Keri S. replied:

  Scott Smith at Edward Jones, he's from HB and been with EJ for over 15 years near Huntington Harbor. He'll go over your options, no commitment necessary. Go to his page at www.edwardjones.com

  -1
  View full conversation on Facebook