Advisor Resources

Advisor Information

Products & Services

Additional Info



Mutual Funds

This represents our very extensive product list. We are always willing to add new vendors and products per the request of our Independent Representatives.

Absolute Capital
800-506-1666

AIM Investments
800-246-5463

Alger
800-992-3863 Main Office
800-992-5437 Financial Professionals

Alliance Capital/Bernstein
(800) 251-0539

American Century Investments
800-378-9878

Ameritas Acacia Companies
800-923-2732 Mutual

Armada Funds (Formerly Allegiant)
800 622-3863

American Funds
800 421-0180

American Skandia Funds/Prudential Financial
800-766-4530

Calvert
800 368-2746

Calamos Financial Services
800-582-6959

Charles Schwab
866-855-9102

Chase
800-CHASE24

Columbia Management
800-345-6611 Mutual Fund Shareholder Services
800-422-3737 Transaction Dept.

Davis Funds
800-279-0279 Shareholder Customer Service
800-440-0334 Dealer Services

Delaware Investments/Lincoln Distributors
800 533-0118
877-533-0104 Broker Dealer Division

Dreyfus
800-334-6899
800-242-8671 Financial Advisors

Eaton Vance Distributors
800 225-6265

Emerald Financial Group
441-292-3235

Evergreen Investments
800-225-2618

Federated Services
800 358-2801

Fidelity Investments
800-544-5555 Automated Service
800-544-6666 Representative

First American Funds
1-800-677-FUND

First Eagle Funds
800-334-2143

First Investors
(800) 221-3846 Broker Dealer Info
(800) 832-7783 Customer Service

Franklin/Templeton
800 524-4040
800-632-2301, Option 0 Account & Fund Info

Fortis Financial Group
800-800-2000

Guardian Investor Services LLC (Formerly Park Avenue Portfolio)
800-221-3253

Genworth Financial (Formerly G.E. Financial)
888-GENWORTH

Goldman Sachs
800-292-4726 Investment Professionals
800-762-5035 Funds Information

ING
800-366-0066

Ivy Funds
800-532-2780

John Hancock Funds
800 225-5291 Customer Service
800-338-8080 24 hour Account Access

Invesco
800-959-4246

J. P. Morgan
800-480-4111

Lord Abbett & Co.
888-522-2388

Monetta Mutual Funds
1-800-MONETTA

Munder Capital Management
800.4MUNDER

MTB Group of Funds
800-836-2211

Nuveen
800-752-8700

Oppenheimer Funds
888-470-0862

Pioneer Investments
800-225-6292

Principle Funds
800-222-5852

Putnam Mutual Funds
800-225-1581

Scudder Investments
800-728-3337

Seligman
800-221-2783

Transamerica/IDEX Funds
888-233-4339 Customer Service
800-322-7161, option 4 Representative

Timothy Plan Funds
800-TIM-PLAN

Van Eck
800-826-5444 Fund Prices
800-826-2333 General Info

Van Kampen
800-421-5666

Virtus Investment Partners
860-403-5000 General Info
800-243-1574, Option 2 Account Services

Wells Fargo Funds
888-877-9275

FFSI