Investment Quotes
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Morningstar Information
www.morningstar.com
Style Box Link -- to come.
Direct Investment Links
The following links and phone numbers allow you to directly contact the majority of the investments held through our firm. The initial login for many of these sites is either your account number or social security number and your initial PIN/Password is the last 4 digits of your social security number for several sites with the requirement the PIN/Password be changed immediately after entering site.
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Investment Product |
Website |
Phone # |
|
American Funds |
800-421-0180 |
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|
American Funds 401k Accounts |
800-421-6019 |
|
|
Bright Directions (IL's 529 Plan) |
866-722-7283 |
|
|
First Eagle Funds |
800-334-2143 |
|
|
Franklin Templeton Funds |
800-632-2301 Non-IRA |
|
|
IVA Funds |
866-941-4482 |
|
|
Lincoln Life Annuity |
800-942-5500 |
|
|
Potomac/Fidelity |
Contact our Firm |
|
|
TD Ameritrade |
Contact our Firm |
|
|
Valuemark Annuity |
800-624-0197 |
Business Continuity Plan