G & M Investment Group

CONNECT

Address:

133 Defense Hwy. Ste. 108
Annapolis, MD 21401

Phone:

888/670-9920 410/266-7116

Fax/Other:

410/266-7334

Rollover IRA Center

 

Rollover your 401(k) Tax-Free & Hassle-Free

 

Do you have money in an old 401(k) plan?

 

Control and consolidate your hard-earned money!

Make sure you roll over your money the right way, see our 5 Step Process below....Also checkout the videos for more information.

 

Considering a Rollover? Click here for a video

 

5 Easy Steps to a Hassle-Free Rollover

1) Open your IRA- email jim.gibbons@wfafinet.comcall 410/266-7116 or visit our office (by appointment only)

2) Send us your 401k statement.

3) Request Rollover Forms.

4) Complete and submit all paperwork.

5) We call you when your money is successfully rolled over to your new IRA, Tax-Free and Hassle-Free!

 

We handle all the details and make sure your Rollover experience is smooth and clean.

Let the experts at G&M Investment Group help you. Contact us today!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Investment Managment

Retirement Planning

Retirement Plans

Wealth Management

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals