401k, IRA Rollover
Are you are changing jobs or retiring?
Moving your money into a rollover IRA is a smart way to help keep your 401(k), 403(b), or other retirement assets growing tax-deferred. The best part we think is, you have a lot more choice!
We make rollovers easy for you!
If you are trying to decide how to invest your retirment assets and it seems complicated, we can help make your life a lot easier.
We will assist with:
- Guidance through the entire process
- Completing all the needed paperwork
- Exlain all your investment options.
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 other places 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 working with 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(TM) and Rick Parkes has 35 years of experience in financial services.
Professional Service. You will work directly with either Radon Stancil, CFP(R) or Rick Parkes. Regardless of the size of your account you will not be sent to a junior advisor.
See for yourself. You can start the process easily by either:
- Calling us at: 919-787-8866
- Send us an email
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