Progressive Asset Management

CONNECT

Address:

47 River Street Ste 100
Wellesley, MA 02481

Phone:

781- 239-1187,Toll-Free: 800-327-7003

Fax/Other:

781-239-0288

I Have A 401(K)/403(B) Through My Employer.

Save for Retirement: Did you know your employer-sponsored retirement plan may offer socially and environmentally responsible options?

Fewer than half of Americans have calculated how much they need to save for retirement – and 30% of eligible employees are failing to take advantage of their employers’ 401(k)/403(b) plans, according to the US Dept. of Labor.

A Progressive Asset Management/Boston advisor can determine if you're able to make responsible investments within your current employer-sponsored 401(k), 403(b) for nonprofits, or SIMPLE account for small businesses. We may also be able to help you rollover retirement savings from a previous employer into a new SRI-focused account, without tax penalties.

Of course, we can also provide SRI and fossil fuel free investment options for traditional and Roth individual retirement accounts (IRAs). Call or email us to learn more.

Progressive Asset Management/Boston can help safeguard your future – and the planet’s.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck