Have questions about IRAs?
- Get answers to your questions regarding Individual Retirement Accounts (IRAs)
- Bring in your statements, we will review and make recommendations
- Present your different options
- Receive advice from an expert
- Consolidate your accounts
- Discuss your retirement income strategies
Date: Friday, June 18, 2021
Time: 9am - 4pm
Location: Wal-Lex Banking Center - 860 Lexington Street, Waltham, MA 02452
Complete the form below, call, or email Lisa Scopa to schedule a complimentary review at our Wal-Lex Banking Center.
Date: Friday, June 25, 2021
Time: 8:30am - 4pm
Location: Broadway Banking Center - 105 Broadway, Arlington, MA 02474
Complete the form below, call, or email Natercia Calisto to schedule a complimentary review at our Broadway Banking Center.
Upcoming IRA Review Days:
To schedule an appointment for the IRA Review Day on June 18 at our Wal-Lex Banking Center or on June 25 at our Broadway Banking Center, register below. Once registered, a customer service representative will contact you to confirm an appointment time.