Personal, One on One, Local, 401k rollover advice... You could work with a big impersonal financial firm or with someone local for the same or less cost.
Call today for a FREE consultation... 919-787-8866
We specialize in 401k rollover help! If you are
trying to decide how to invest your retirement account and it seems
complicated, we can help make your life a lot easier. We help by answering rollover questions that may concern you. For example, "how to do a 401k rollover?"
We will assist with:
- Guidance
through the entire 401k rollover
process
- Completing all the needed
paperwork for your retirement plan
rollover
- Exlain all your investment options for your 401k rollover to an IRA.
You can visit our office at 4101 Lake Boone Trail, Suite 122 Raleigh NC or you can call and talk to us at 919-787-8866
What are some of the benefits of working with Diversifed Estate Services, LLC?
- You
get someone local.
With mega financial firms you may have found, you are talking to someone you do not know. You may
recognize the company
name but what do they know
about you and your needs? We are right here in Raleigh and we specialize in IRAs,
401(k), 403(b), and many other retirement accounts. We will be glad to meet you in our office on
Lake Boone Trail or begin by talking with you on the phone.
- Experience. Radon Stancil is a, CERTIFIED FINANCIAL PLANNER™ and Rick Parkes has 35 years of experience in
financial services.
- Professional Service. You will work directly with either Radon Stancil, CFP® or Rick Parkes. Regardless of the size of your account you will not be sent to a junior advisor.