Consolidation

Do you have an IRA at a bank or other investment firm? If you answered "yes," you may want to consider consolidating your retirement accounts with Edward Jones. Having all of your retirement assets in one place offers benefits, including:
  • The ability to see all your retirement information on a consolidated statement
  • The knowledge that someone is looking out for all of your retirement dollars
  • Better ability to diversify your investments
  • Simplifying your finances
Transferring to Edward Jones
Moving all your IRAs to Edward Jones is a simple process. If you have an IRA with another investment firm or local bank, you can transfer it directly into your IRA at Edward Jones, typically without penalty or taxes.

Your situation is unique, and so are we.
The bottom line is that what's appropriate for you is based on your own set of circumstances. There's no canned strategy that applies to everyone. That's why we meet with our clients face to face, one-on-one. By getting to know you, we can understand where you are today so we can help you get where you'd like to be tomorrow. Learn more about how we can help.

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