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Investments

Retirement, Rollover, Changing Jobs?


Life is full of changes. When those changes involve your financial future, you need to make sure your savings will stay on track. If you are preparing to leave your current job, start a new job, or retire; it may be beneficial to consider a rollover IRA that will potentially keep your savings working for you.

Contact Grael Barker at (502) 315-5383, Chet Winn at (502) 315-5333, or Phyllis Spears at (502) 315-8119 to schedule an appointment today!




Securities offered through LaSalle St. Securities, LLC (LSS), Member FINRA/SIPC. Advisory services offered through LaSalle St Investment Advisory (LSIA), a registered Investment Advisor affiliated with LSS. L&N Investment Services is not affiliated with LSS or LSIA. Not NCUA Insured, Not Credit Union Guaranteed, May Lose Value Including Loss Of Principal.