Mike Kurek

Role
Financial Advisor at Merrill Lynch
Location
Buffalo, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mike Kurek

In today\'s world, with its constant stream of information, numerous global events, and…

Experience

  1. Financial Advisor

    Merrill Lynch

    Aug 2021 — Present

    You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information contact your Merrill Financial Advisor.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*NMLS ID 22•••24

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Mike Kurek — Financial Advisor at Merrill Lynch in Buffalo, NY, US | Unifers