Client Information
Advisor Information
Products & Services
Additional Info
This represents our very extensive product list. We are always willing to add new vendors and products per the request of our Independent Representatives.
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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 Enterprise (800) 368-3527 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 Sacs 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 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 Phoenix Investment Partners 860-403-5000 General Info 800-243-1574, Option 2 Account Services Pioneer Investments 800-225-6292 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 Wells Fargo Funds 888-877-9275 WM Group of Funds 800-222-5852 |
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