Asset Rollovers and Rollover Management

The world of retirement plan accounts can often be full of complex rules and regulations, making rolling over retirement assets a daunting task. Whether you are recently unemployed, changed jobs, or have a number of stranded retirement plans, Investors Services of Hartford can assist you in rolling over your retirement assets.

We can help you with:

– Transferring accounts to an IRA rollover
– Setting up brokerage services on a Westminster brokerage account
– Transferring accounts to a mutual fund IRA account

No matter what you choose to do, you can be assured your retirement assets are safe when held through us. We have many years of experience helping clients through the rollover process and will keep you on track with regard to your planned retirement.