Did you leave your 401k at an employer you no longer work for?
Contact a local advisor to see if you are eligible for a 401k rollover
Should you do a 401k rollover
One answer doesn’t fit all situations, but not looking into your options is a disservice to yourself.
Learn about your options
Whether you are retiring or moving to a different employer, you may be wondering what to do with your 401k. Let us explain what some of the pros and cons of a 401k rollover are. After you are equipped with the knowledge gained from a short call, you’ll feel more confident that you are making the right decision for you and your family.
David Rabinowitz02/02/2024 I have been working with Steve from Purevest for a few years now. I would recommend him to anyone who needs financial advice, wealth management, investing strategies etc. He manages my brokerage account, and retirement accounts. He even helped me open investment accounts for my children. He is professional, patient, and trustworthy. He took the time to answer all of the million questions I had. Great guy with tremendous market knowledge and experience. Richard02/02/2024 I had nothing but great experiences working with PureVest, I would highly recommend them if you are looking for a local financial advisor. Michele Russo23/01/2024 I cannot say enough good things about Steve Gitter and the entire team at PureVest. Professional, knowledgeable and always accessible. A pleasure to do business with!! Hal Blake23/01/2024 We have worked with Steve and Jason on achieving our financial goals for Many years. They are always available to answer our questions and address any concerns we have…They are very knowledgeable in their field. we highly recommend Steve and Jason and their company .. You won’t be disappointed!! Jerry Kulagowski14/12/2023 Talked to Steve many times and learned from him a lot. Great guy to deal with. He explained and helped me to understand how to handle my situation better than anyone else. Thank you for your service Steve. matthew lieberman10/10/2023 Have my accounts with them for years Steve gitter is knowledgeable and an very pleased with the results Dan Brewer18/01/2023 Our PureVest adviser, Steven Gitter, has been a lifesaver for our investment accounts. He has done more for us in the last five years than our previous advisor did in 15 years. He is the consummate professional taking time to actually speak with us, explaining market trends and strategies. We are extremely pleased that he has taken on our investment portfolio. I only wish that we would have been with Steve sooner. Michael Donofrio12/01/2023 Very professional, informative, and always available! Gil Ortiz11/01/2023 PureVest is nothing less than outstanding. Strongly recommend. They walk through all of your investments and ideas. They are 100% trustworthy. they suggest low risk with high long-term gains with sound investments after they perform their research. Matthew Lenza11/01/2023 Excellent Company and owners. They are sharp as a tack and don't overwhelm clients.
Contact
Location
1110 South Avenue, Suite 85
Staten Island, NY 10314
Hours
Mon – Thurs 9:00am – 5:00pm
Fri 9:00am – 4:00pm