727.375.1112 or 800.991.9913
4625 Little Rd
Trinity, FL 34655-1329

Because Experience & Integrity Matter Most

727.375.1112

 

Helpful Website Links

Consolidated Report

Your Consolidated Report  Myconsolidatedreport

Mutual Fund Companies

Alliance Bernstein Funds    www.alliancebernstein.com

American Funds                www.americanfunds.com

Black Rock Funds             www1.blackrock.com

Fidelity                             www.advisor.fidelity.com

Franklin Templeton            www.franklintempleton.com

Hartford Funds                  www.hartfordinvestor.com

Ivy Funds                         www.ivyfunds.com

Putnam Funds                   www.putnam.com

Annuity Companies

Hartford Annuities              www.hartfordinvestor.com

ING Annuities                    www.ing-usa.com

Jackson National                www.jackson.com

John Hancock                    www.jhannuities.com

Pacific Life                        www.pacificlife.com

Prudential                          www.sunamerica.com

SunAmerica                       www.sunamerica.com

Sun Life                            www.sunlife.com/us

TransAmerica                    www.transamerica.com

Other Resources

Certified Financial Planner Board  www.cfp.net

Morningstar                       www.morningstar.com

FINRA                              www.finra.org

SIPC                                 www.sipc.org

Financial Planning Association www.fpaforfinancialplanning.org



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