Apex Securities & Asset Management, LLC

CONNECT

Address:

8660 Brentwood Boulevard, Suite G
Brentwood, CA 94513

Phone:

(925) 516-APEX

Fax/Other:

(925) 516-2775

Retirement Plan Counseling


Apex Securities & Asset Management,  LLC can help your company establish and maintain their retirement plan.  We work with you to determine the best plan for your company and also work with your employees to make sure they take advantage of all your plans benefits.

Apex Securities offers the following retirement plans:

  • IRA and ROTH IRAs (including IRA rollovers)
  • Simple IRAs
  • SEP-IRAs
  • SARSEP Plans
  • 401(k), 457, and 403(b) Plans
  • Profit-Sharing Plans
  • Money Purchase Plans

?Please keep in mind that rolling over your qualified employer-sponsored retirement plan (QRP) to an IRA is just one option.  Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances.  You should consider features such as investment option, fees and expenses and services offered.  Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP.  We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals