Wesley Boggan

Recommendations and reviews from 1 person

• Referral from June 30, 2017
  

  Bimia H. asked:

  Need help if you have a couple minutes.. I have a 401K from my previous employer and want to roll it into another retirement plan. I'm 100% vested so I want to keep the current one and I believe start an IRA? I've researched and spoke with my previous 401k provider (WellsFargo) and no such luck. Does anyone have a company, bank etc they absolutely love? AND TRUST? We are too small a company right now to offer it thru our biz so personal is the way to go, I think? Any help would be much appreciated.. Thank you

  

  Cori A. replied:

  Wesley Boggan (714) 640-7257 Merrill lynch

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