IRA Review Day

IRA Review Day

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.

East Cambridge at Your Service

  • Lisa Scopa Image

    Lisa Scopa

    AVP, Business Development Manager
    Wal-Lex Banking Center, Waltham
    NMLS ID: #1127928
    Email Lisa
  • Natercia Calisto Image

    Natercia Calisto

    AVP, Business Development Manager
    Broadway Banking Center, Arlington
    NMLS ID: #1058405
    Email Natercia