You have retirement questions, SunTrust has answers
Everyone’s retirement situation is unique. Depending on where you stand, you are likely to have very different questions, concerns, and priorities. You don’t have to figure it out on your own. A SunTrust Investment Services advisor can help, no matter how much you’ve saved. We will help you every step of the way: from planning, budgeting, organizing, and saving; to making the transition; to living in retirement.
At SunTrust Investment Services, you have direct and easy access to retirement planning experts - including Certified Financial Planners (CFPs) and Chartered Retirement Planning Counselors (CRPCs) - who can meet with you in the way that is most convenient for you (branch, phone, online). Our advisors have access to specialized tools and will work with you to create your personal retirement game plan. They will continue to monitor and adjust your plan as your situation or needs change. And when its time, they will help you convert your retirement savings into income in the most tax efficient way.
We have over 500 advisors who can offer tailored suggestions and ongoing guidance on retirement products from some of the best providers the industry has to offer, including products that offer guaranteed* income for life. Our advisors can also help you rollover your 401(k) or other employer-sponsored plan from your previous employer.
Speak to a SunTrust Investment Services, Inc. Advisor today by calling 800.786.8787 or click here to find an advisor near you.