Summary of Accounts
Kelling Dave
+1 258 989 9696 | michaeldace@anymail.com
Banks
| INSTITUTION | Acc.Num - 4 Digits |
|---|---|
| ACME Bank | *******1235 |
| Texas Security Bank | *******1235 |
Retirement Plans
| INSTITUTION | Acc.Num - 4 Digits |
|---|---|
| Fidelity – 401K | *******1235 |
| Fidelity – SEP | *******1235 |
IRA's
| INSTITUTION | Acc.Num - 4 Digits |
|---|---|
| Fidelity – Roth | *******1235 |
| Fidelity – Traditional | *******1235 |
Insurance
| INSTITUTION | Policy Number |
|---|---|
| State Farm Home | *******3123 |
| State Farm Auto | *******2344 |
Annuities
| INSTITUTION | Acc.Num - 4 Digits |
|---|---|
| Massachusetts Mutual - Self | *******1235 |
| USAA - Wife | *******1235 |