401(K) Transition Assistance and Rollover Options - MINT WEALTH ADVISORS 401(K) Transition Assistance and Rollover Options - MINT WEALTH ADVISORS

Phone:

484-259-1960

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Together, let’s plan for the future.

Whether thinking about investing for the first time, looking to enhance your current financial plan, or everything in between, Mint Wealth Advisors located at Franklin Mint Federal Credit Union is here to talk about goals and help plan your financial future together.

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Meet a licensed LPL Financial Advisor at select FMFCU branch locations or by phone. Virtual appointments are also available. Mint Wealth Advisors offers Credit Union Members no-cost, no-obligation financial guidance.

Mint Wealth Advisors offer personalized and comprehensive financial guidance based on your full financial picture. Financial planning is about building confidence, not just increasing assets.

LPL Financial Advisors has a broad range of services for both individual investing and business planning. Have a current established portfolio? Getting a second analysis may only reconfirm your goals are on the right track.

LPL FINANCIAL ADVISORS

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

Thomas Quinn, LPL Financial Advisor

Email | Phone: 610-909-3030

James Ferrari, CRPC® conferred by College for Financial Planning, LPL Financial Advisor

Email | Phone: 610-909-7010

Larry Griest, LPL Financial Advisor

Email | Phone: 610-909-7030

Jeremy Barr, LPL Financial Advisor

Email | Phone: 484-987-1903

Cecily Venkatesh, CRPC® conferred by College for Financial Planning, LPL Financial Advisor

Email | Phone: 484-259-1960

*Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 are subject to a 10% IRS penalty tax and surrender charges may apply.

**A plan participant leaving an employer typically has four options (and may engage in a combination of these options): 1. Leave the money in their former employer’s plan, if permitted; 2. Roll over the assets to their new employer’s plan, if one is available and rollovers are permitted; 3. Roll over to an IRA; or 4. Cash out the account value (38-LPL).