IRA Review Days

IRA Review Days

Have questions about IRAs? 

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​Get answers to your questions regarding a Simplified Employee Pension (SEP) or Individual Retirement Account (IRA)
  • 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 


Register Today


 


All dates are from 9am - 4pm


Date: Thursday, June 12, 2025
Location: Trapelo Road Banking Center, 395 Trapelo Road, Belmont, MA 02478
 



Register Today!

Fill out the form online, call, or email one of the managers below to schedule an appointment.

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

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East Cambridge at Your Service

  • Robyn Lonardelli Image

    Robyn Lonardelli

    AVP, Business Development Manager
    Trapelo Road Banking Center, Belmont
    NMLS ID: #1068151
    617.551.2451
    Email Robyn

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