401K Rollover Services - Mint Wealth Advisors

Mint Wealth Advisor offices are available for appointment.Schedule an Appointment

Need help with a pre-existing 401(k)? Recently changed jobs, retired, or have a retirement plan at another institution?

Financial Advisors look forward to discussing available options:

Leave the funds in a former employer’s plan, if permitted;
Rollover assets to a new employer’s plan, if one is available and rollovers are permitted;
Rollover to an IRA; or
Cash out the account value

To schedule a no-obligation appointment today, contact a Financial Advisor or call 484-259-1960.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Franklin Mint Federal Credit Union and Mint Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mint Wealth Advisors, and may also be employees of Franklin Mint Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Franklin Mint Federal Credit Union or Mint Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not insured by the NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

*The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NJ, PA, NY, DE, AZ, MI, FL, MD, TX, VA, GA, NC.