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401K Rollover

If you have a 401 K Plan from a former employer it may be possible to transfer your account balance to an IRA.  Cedar Valley Wealth Advisors can assist with this process.

  • CVWA
    319-266-6507

411 Viking Road, Suite A | Cedar Falls, IA 50613 | Fax 319-266-6601 | invest@cedarvalleywealth.com

Fidelity Investments is an independent company, unaffiliated with The Heaton Hoppes Group, LLC dba Cedar Valley Wealth Advisors (Cedar Valley). Fidelity Investments is a service provider to Cedar Valley. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cedar Valley and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 683422.2.0

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