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529 PLAN (Records 1-15 of 30) Go to  1  2  Next >>  page 
Advanced Corporate Planning
Web Site: http://401kpsp.com/
Category: Retirement Planning
Location: Washington - Vancouver, United States

United States

A pension consulting firm, Provides various employee benefit, pension and retirement plans.


Wechter Financial Services, Inc.
Web Site: http://www.wechterfinancial.com/
Category: Firms\Accountants
Location: New Jersey - Parsippany, United States

United States

Parsippany firm with CPA's, Certified Financial Planners, and Enrolled Agents providing accounting, financial planning, investment, and insurance services. Includes firm profile, description of services, service-bureau-supplied newsletter, links, and financial tools.


Advanced Corporate Planning
Web Site: http://401kpsp.com/
Category: Retirement Planning
Location: Washington - Vancouver, United States

United States

A pension consulting firm, Provides various employee benefit, pension and retirement plans.


International Assets Advisory Corp.
Web Site: http://www.iaac.com/
Category: Brokerages
Location: Florida - Orlando, United States

United States

Brokerage firm specializing in global investing on behalf of its clients.


J&L Software
Web Site: http://www.jlplanner.com/
Category: Software\Personal Finance
Location: Maryland - Frederick, United States

United States

Retirement and financial planning software. [Windows 95/98/ME/2000/XP] 21-day free trial. Three versions available.


Mercury Funds
Web Site: http://www.mercury.ml.com/
Category: Mutual Funds\Fund Families
Location: United States

United States

Features many funds in many categories and is a big promoter of the 529 college savings plan.


American Skandia
Web Site: http://www.americanskandia.prudential.com/
Category: Carriers\Life and Health
Location: United States

United States

A Prudential company offering mutual funds, variable annuities, qualified retirement plans, and variable life insurance. Company offers retirement and investment education, products, services, forms, and historical information.


Investors Capital Management, Inc
Web Site: http://www.incapman.com/
Category: Retirement Planning
Location: Connecticut - Norwalk, United States

United States

Offers pretirement planning and investment management services.


Norris Financial Group
Web Site: http://www.norrisfinancialgroup.com/
Category: Retirement Planning
Location: South Carolina - Greenville, United States

United States

Market research and investment portfolio tracking. Includes company profile, information and contacts.


Lone Star Financial Services
Web Site: http://www.lonestarfinancialservices.com/
Category: Socially Responsible\Advisers, General
Location: Texas - Gonzales, United States

United States

Christian investing services including moral audit, prayer request, and ministry. Texas


Taglich Brothers
Web Site: http://www.taglichbrothers.com/
Category: Stocks and Bonds\Small Cap Stock Research
Location: South Carolina - Cottageville, United States

United States

Full service investment banking firm specializing in the micro cap segment. Detailed information on companies in this under-reported segment of the market. May take a position or accept a fee ...


Wechter Financial Services, Inc.
Web Site: http://www.wechterfinancial.com/
Category: Firms\Accountants
Location: New Jersey - Parsippany, United States

United States

Parsippany firm with CPA's, Certified Financial Planners, and Enrolled Agents providing accounting, financial planning, investment, and insurance services. Includes firm profile, description of services, service-bureau-supplied newsletter, links, and financial tools.


Simons Tax Service
Web Site: http://www.simonstaxpro.com/
Category: Firms\Bookkeeping and Tax Preparation
Location: California - San Jose, United States

United States

Provides return preparation, electronic filing, consultation, and audit representation.


Phoenix Systems Inc
Web Site: http://www.phoenix-systems-inc.com/
Category: Software\Back Office
Location: Georgia - Atlanta, United States

United States

Back office software for the mutual fund and financial services industry. Services include accounting software, shareholder record-keeping software, and NSCC interfaces.


Aaron Deitsch
Web Site: http://www.pensionconsultant.com/
Category: Actuarial Science\Consulting
Location: New York - Forest Hills, United States

United States

FSA providing pension plan administrative services, actuarial services, and retirement plan consulting.

529 Plan related press
John Hancock Bank and Thrift Opportunity Fund Declares Quarterly Managed Distribution John Hancock Bank and Thrift Opportunity Fund (NYSE: BTO) declared its quarterly distribution pursuant to the fund's 10% managed distribution policy today as follows:

The plan offers investors an ...
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