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Account Administration and Support

 PlanRock can help you consolidate all your accounts in one place, handle the paperwork, handle all your planning and investment administrative tasks. Our services can help you organize and simplify your financial life. We are here for you.

We provide the following support services for our clients

We provide the following support services for our clients

Account opening or closing
Asset transfers – 401k, IRA, stock certificates, etc
Cash flow distributions
Set up dividend reinvestment
Wiring into and from your account
IRA distributions
Comprehensive Financial Planning Tools support
Account review reporting
Statement explanation and guidance
Online account viewing support


* Any other personalized support we can provide to help you reach your goals and objective

Please let us know if you have a question or a task that we can help you with?

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