401k Rollovers

Have you changed jobs and left your retirement plan behind, or maybe it’s time for you to retire and you need to evaluate how to live off your 401k?

Professional Advice:

  • Learn what your options are when considering a 401k rollover
  • Learn what investment options you have when rolling over your 401k
  • Let our licensed Infinex Investment Executive help with this very important decision

You can meet our Infinex Investment Executive in a registered branch.

Financial Consultant

It is important that our customers understand that products and services made available through Infinex Financial Group

  • Are not a deposit
  • Are not FDIC-Insured
  • Are not insured by any federal government agency
  • Are not guaranteed by the bank
  • May go down in value

Any questions about this should be taken up with an Infinex Representative or any bank officer.

Important Information About Procedures for Opening a New Account

To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for you name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Investment and Insurance Products are offered through Infinex Investments, Inc., Member FINRA/SIPC