Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • Albridge (formerly Statement One) - Founded in 1993, Albridge Solutions consolidates account information from hundreds of data sources encompassing thousands of product companies and makes this valuable customer data readily accessible to many leading institutions within the financial services industry. Using patent-pending, state-of-the art technology, Albridge Solutions collects, cleanses and normalizes the transaction and position-level securities data it receives from settlement and clearing firms, data custodians, product companies as well as internal proprietary systems.
  • American Funds - 1-800-421-0180 American Funds® is a family of 29 mutual funds with a wide range of investment objectives and a unique approach to investment management. Information provided at americanfunds.com is intended only for persons who are eligible to purchase U.S.-registered investment funds.
  • Ameritas Variable Life: - 1-800-634-8353 Welcome to Ameritas At Ameritas Variable Life Insurance Company we offer variable life insurance and variable annuities tailored to meet your insurance and investment needs. Our products offer the potential of equity investing and the benefits of insurance. We think they can be an important part of a complete financial picture.
  • Aviva (formerly AmerUs): - 1-800-531-0038 Forward Thinking. Aviva is the largest insurance group in the world. Aviva provides savings, investments, and insurance products to 35 million customers worldwide.
  • Davis Funds: - 1-800-279-0279 CONSISTENCY COMMITMENT RESULTS We have remained steadfastly dedicated to the same patient, long-term investment discipline for more than 35 years. We seek to invest in durable, well-managed businesses that can be purchased at value prices and held for the long term. The Davis family, employees and directors have more than $2 billion of their own money invested side by side with shareholders in the various mutual funds managed by the firm.
  • Delaware Investments: - 1-800-523-1918 Delaware Investments Delaware Investments is committed to the pursuit of consistently superior asset management and unparalleled client service. We strongly believe in our investment process, the consistent results we seek to deliver, and the value we can add for our clients.
  • Franklin Templeton: - 1-800-524-4040 Who we are Franklin Resources, Inc., is a global investment management organization known as Franklin Templeton Investments. Our headquarters are located just south of San Francisco, in San Mateo, California. We have offices in 29 countries around the world and offer investment solutions and services in more than 100.
  • Inland Real Estate - 800-826-8228 Inland Retail Real Estate Trust, Inc. is a real estate investment trust formed to invest in neighborhood and community retail centers, with acquisitions in the Southeast, Mid-Atlantic, and Middle States.
  • Jackson National Life - Insuring Your Financial Future® 1-800-766-4683 As one of the largest life insurance companies in America, JNL has helped customers pursue their financial goals for over 40 years. JNL offers an array of products designed to help you plan for your retirement and protect your loved ones. We maintain a firm commitment to corporate integrity, superior products, and outstanding service. Whatever your financial goals, we’re here to help you achieve them.
  • MFS Funds: - 1-800-225-2606 In 1924 MFS Investment Management established the first mutual fund in the United States. With its invention, the firm helped make the U.S stock market, previously the exclusive domain of the wealthy, accessible to the average investor. Today, that commitment to putting investors first remains evident in everything about the firm.
  • Pacific Life Insurance Company: - 1-800-722-2333 Founded in 1868, Pacific Life provides life insurance products, individual annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as clients and is a member of Insurance Marketplace Standards Association (IMSA), whose membership promotes high ethical standards for the sale of individual life insurance and annuities.
  • Putnam Investments: - 1-800-225-1581 Putnam Investments is a global money management firm with over 68 years of investment experience, $192 billion in assets under management, 232 institutional clients, and nearly 11 million shareholders and retirement plan participants.
  • Scudder Investments Service Company: - 1-888-987-4241 DWS Scudder is the US retail brand name of Deutsche Asset Management (DeAM), which is the global asset management division of Deutsche Bank.
  • Social Security Administration: - We pay retirement, disability and survivors benefits to workers and their families and administer the Supplemental Security Income program. We also issue Social Security numbers. See our Quick Guide to all Social Security services. Local Office Search If you live in the United States and you want information and directions to the Social Security office that serves your area, just enter your U.S. Postal Service five-digit ZIP code below and select Locate. You’ll get information about your local Social Security office and other agencies in your area that may be able to help you. https://s044a90.ssa.gov/apps6z/FOLO/fo001.jsp
  • Social Security Quick Calculator - Calculate your Social Security Benefit on the Social Security Web Site
  • TD AMERITRADE Institutional: - 1-800-355-2297 All the investment products you need to build a balanced, diversified portfolio — and save on commissions and fees in the process. Are you aware of the many ways you can invest with us as a TD Ameritrade Institutional customer?
  • TD AMERITRADE Managed Accounts Client Login - Welcome to the Internet access to your account held at TD Ameritrade Institutional Services exclusively designed for you, the client of a Financial Advisor. If you have any questions, please contact your Financial Advisor
  • Van Kampen Funds: - 1-800-421-5666 What Makes Van Kampen Shine? Van Kampen Investments has guided generations of investors and financial professionals on their path to financial success.
  • Wells Real Estate Funds - 1-800-448-1010 At Wells Real Estate Funds, our goals are to provide investors with income and portfolio diversification.

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