Meet with Wallie Feliciano, INFINEX INVESTMENTS, INC.* Financial Advisor located at GE Credit Union, about:
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Your retirement plan options
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Your retirement income and distribution options
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How to rollover your 401(k) retirement plan**
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How does Social Security factor into your retirement plans?
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Do you have enough money to retire now?
For many years, Wallie Feliciano has concentrated on developing, implementing, and monitoring personalized financial plans for his clients. Wallie specializes in retirement strategies and IRA rollovers for 401(k)s, 403(b)s, 457s, Profit Sharing, and TSPs.
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Wallie Feliciano is here to:
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Listen to your financial needs
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Provide impartial advice to help you make informed decisions
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Be dependable and responsive
Wallie is securities-licensed is CT, NY, PR, FL, GA, RI, MA, WA, NH, and holds CT life and health insurance licenses.
Before deciding whether to retain assets in an employer-sponsored plan or roll over an IRA, an investor should consider various factors including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.