IRA Review Days

IRA Review Days

Have questions about IRAs? 

  • Get answers to your questions regarding Individual Retirement Accounts (IRAs) 
  • Bring in your statements – we will review and make recommendations 
  • Review your different options
  • Receive advice from a local expert 
  • Consolidate your accounts 
  • Discuss your retirement income strategies 

Date: Thursday, September 30, 2021
Time: 9am - 4pm
Location: Main Office, 292 Cambridge Street, Cambridge, MA 02141

Complete the form below, call, or email John Kirwan or Robyn Lonardelli to schedule a complimentary review at Main Office. 

Once registered, a customer service representative will contact you to confirm an appointment time.

East Cambridge at Your Service

  • John Kirwan Image

    John Kirwan

    AVP, Business Development Manager
    Main Office, Cambridge
    NMLS ID: #706962
    617.551.2454
    Email John
  • Robyn Lonardelli Image

    Robyn Lonardelli

    AVP, Business Development Manager
    Main Office, Cambridge
    NMLS ID: #1068151
    617.551.2451
    Email Robyn

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