Some of the Companies We Work With
Our investment and retirement work can involve products, platforms, and services from established financial companies. The exact companies available depend on licensing, registration, product type, and the client situation.
Examples
Companies shown include AGF, Horizon, Capital Group / American Funds, Brighthouse Financial, Franklin Templeton, Meeder, Genter Capital Management, Dana Investment Advisors, Invesco, Corebridge Financial, Equitable, JULY, Morningstar, Nuveen, and BNY.
What this means for you
The goal is not to choose a company by logo. The starting point is your objective, time horizon, risk tolerance, account type, fees, and the solutions a properly licensed professional is able to offer in your jurisdiction.
Availability varies
Not every representative can offer every product or provider, and not every provider or product is appropriate or available in every situation.