The professionals at Align Wealth Management have over 25 years of experience and assisted thousands of Verizon executives, managers, and associates navigate the road to retirement and make sound investment decisions.
At Align Wealth Management, our professionals provide investment strategies focused on retirement and beyond, including IRA rollovers and lump-sum investments. We understand the retirement process and can help you better position your benefits by giving you a complete picture of what you will receive. During a comprehensive review and analysis, we will walk you through all the steps, whether you’re leaving the company via a voluntary retirement, a RIF, or an EIPP.
Our highly personalized process combined with over two decades of financial planning experience ensure that your investments will be handled with honesty and integrity.
Questions about retiring from the telephone company?
To schedule a no cost, no obligation meeting with LPL Registered Representative Sean Farrell, contact AWM Coordinator Nicole Ry by phone at (978) 323-0622 or email.
Check the background of this investment professional on FINRA'S Broker Check.
Benefits Review for Verizon Employees
- Compensation Plan
- Pension Plan Benefits
- Severance Plan
- RIF (Reduction in Force) Package Analysis
- IPP (Income Protection Wealth) Package Analysis
- EIPP (Enhanced Income Protection Plan) Package Analysis
- Employment/Retiree Healthcare Plan
- Life Insurance Benefits
- Navigation of Benefits Website
- Consultation Regarding Pension Commencement
Second Opinion of Your Current Plan
- Receive a Financial Health Analysis
- Review State/Federal Benefits
- Identify income requirements and gaps
- Learn about opportunities for tax efficiency
- Evaluate investment costs, estate plans, and insurance options
Investing in Your Future
Whether you're a seasoned investor or just beginning, Align Wealth Management can handle all your needs with expert guidance and smart solutions for retirement and beyond.
Insurance products are offered through LPL or its licensed affiliates. Align Credit Union and Align Wealth Management are notregistered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Align Wealth Management, and may also be employees of Align Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Align Credit Union or Align Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.