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Mutual Funds and Annuities

• Talcott Resolution Life Insurance
• Hartford Funds                                       
• Invesco Mutual Funds                                                                      
• American Funds                                                                                
• Franklin Templeton                                                                         
• Talcott Resolution Annuities                                                                            
• Nationwide Annuities                                                                                 
• Pacific Life Annuities   
• Sammons Retirement Solutions
• CoreBridge Annuities
• Lincoln Annuities

Brokerage Accounts and Third-Party Money Manager

• WFSEquipt                                                                                                                                                                                                         
• AssetMark

You must register within each site to view your own account. We have listed many of the companies we work with. If you do not see a company listed below that you have an account with, please email us your request. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this company's web-site and assume total responsibility and risk for your use of the sites you are linking to.

Securities and Investment Advisory Services available only to residents of:
Maryland (MD), Virginia (VA), District of Columbia (DC), North Carolina (NC), New York (NY), New Jersey (NJ), Pennsylvania (PA), Delaware (DE), California (CA), Georgia (GA), Texas (TX), Minnesota (MN), South Carolina (SC).

Insurance products available only to residents of:
Maryland (MD), Virginia (VA), District of Columbia (DC), New Jersey (NJ), Pennsylvania (PA), New York (NY), North Carolina (NC), Delaware (DE), Georgia (GA), Texas (TX), California (CA).