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Happy Investment Services

IRA Rollover Services

By evaluating your current situation, our wealth advisors can help you choose the best path.

Whether you are changing jobs or ready to retire, you have choices to make for the money you have in company-sponsored plans.

  • How can I protect my IRA plan?
  • Should I move money from my 401(k), 403b or 457?
  • How will that affect my estate planning?
  • Should I start early withdrawal from my IRA?

Let our wealth advisor walk you through the pros and cons of 401(k) distribution options.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Happy State Bank and Happy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Happy Investment Services, and may also be employees of Happy State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Happy State Bank or Happy Investment Services. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed Not Bank Deposits or Obligations

May Lose Value


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IN, IA, KS, KY, MD, MO, MS, NE, NV, NM, NY, NC, ND, OH, OK, OR, TN, TX, UT, WA, WI

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Have a Happy retirement.

Whether you’re just starting to plan for the future or you’re well on your way, our team of professionals offers a wide range of investment opportunities.