Investment Money Managers
Retirement :: Personal Finance
Retirement :: Seniors

500 Co - Actuarial and benefit consultants specialising in providing pension scheme services to small and medium sized businesses.
Meta Description: [ A firm of actuarial and benefit consultants specialising in providing pension scheme services to small and medium sized businesses. ]

A+ Financial Group - Specializes in financial and life planning utilizing mutual funds, annuities and insurances.

Aaron J Plaxton - Offers retirement, financial and estate planning.

Advanced Corporate Planning - A pension consulting firm, Provides various employee benefit, pension and retirement plans.
Meta Description: [ Advanced Corporate Planning - a Full service pension consulting firm, IRA, Roth IRA, 401K plans, 403b plans, 125, and 529 plans, profit sharing, defined benefit, tax deferral, employee benefit, pension, retirement plans. ]

AIG SunAmerica Inc. - Offers retirement planning and savings strategies.

Allegheny Financial - Provides comprehensive financial planning, retirement planning and asset management advice.

Alliance Financial Services - Provides consultation and full service products for annuities, fixed-returns, medical insurance, long-term care, and other financial investments
Meta Description: [ Dan Van Patten and Alliance Financial Services provide helpful online information that people should know before thy buy annuities and invest in future financial plans ]

American General Corp. - A financial services group; providing retirement plans, investment management, life insurance, and consumer loans. Profiles the company, including an investor perspective and career opportunities. (NYSE: AGC)
Meta Description: [ Welcome to AIG American General. We provide life, annuity and supplemental health products to individuals and innovative group and voluntary benefits products to businesses. E-Service gives AIG American General clients online access to policy contract information ... 24 hours a day, 7 days a week. ]

Ann Fagelson Government Seminars - CSRS, FERS and MRT pre-retirement planning services and benefit advice. Specializes in pre-retirement planning programs for federal employees.
Meta Description: [ Government Seminars by Ann Fagelson, pre-retirement and future planning. ]

Annuities from AccuQuote - AccuQuote compares annuities yielding high interest rates and guaranteed lifetime incomes.
Meta Description: [ AccuQuote compares rates and provides instant quotes for immediate, fixed, and equity-indexed annuities. ]

Annuities Online - Providing UK annuity league tables and personal quotations. Detailed information about annuities.
Meta Description: [ Free real time quotes from leading providers, annuity guides, free initial consulation, fee based adviser ]

Annuity Advantage - Immediate and deferred annuity quotes. Library of annuity and retirement articles.
Meta Description: [ Annuity rates and annuity quotes from over 30 different annuity insurance companies. Compare over 300 CD-type annuities, fixed annuities, equity-indexed annuities, and immediate annuities. ]

Annuity.net - Compare and request applications on fixed and cd-type annuity products.
Meta Description: [ Annuity . Net - tax deferred, fixed,immediate and cd type annuity rates and quotes ]

AQ Financial Group - Specializing in retirement planning, mutual funds, life insurance.

Association of Employee Benefit Planners of New Orleans - Promotes the exchange of information among professionals in the field of employee benefits.
Meta Description: [ The Association of Employee Benefit Planners of New Orleans members meet regularly in a non-competitive environment to keep abreast of new developments in the law and regulations. ]

Axcess Financial - Offers insurance products, annuities, mutual funds, long-term care insurance, disability and retirement plans.
Meta Description: [ Axcess Financial: a full array of insurance products, annuities, mutual funds, long-term care insurance, disability & retirement plans. ]

Bancnorth Investment Planning - Offers retirement planning strategies for investing in mutual funds, stock quotes, stock charts, financial news and calculators.
Meta Description: [ Bancnorth Investment Group, Inc. offers strategies for investing, stock quotes, stock charts, financial news and calculators to assist your investment or retirement planning. ]

Banwell Financial Inc. - Offer financial, investment, estate, tax and retirement planning services.

Barker Investment - Investment information. Retirement links and information.

Bassett, Brosius and Dawson, Inc. - Financial and investment consulting firm.
Meta Description: [ Financial Planning, Retirement Planning, Investments, Joseph Bassett, Arthur Brosius, Bradley Foy, Fred Dawson, Brian Dawson,Stocks, Bonds, 529 Plans, Money Manager, Life Insurance, Comprehensive Wealth Management, Mutual Funds, Variable Annuities, Private Portfolio Management ]

Beneco Inc. - Prevailing wage, pension, 401(k), and fringe benefit plans.

Benefit Resources, Inc. - Design, implement and manage pension plans.

Big Time Pension Plans - Offering pension plan experts and actuaries administration for small business, even one person plans.
Meta Description: [ Pension plan experts and actuaries for small business. Whether you have no employees other than you and your spouse, or have one to 25 employees, we have changed a lot of financial lives., Pension plan experts and actuaries for small business. Whether you have no employees other than you and your... ]

Brian Carruthers and Associates - Retirement planning specialists. Headquartered in Orange County, California.
Meta Description: [ Certified Financial Planners headquartered in Orange County, California. Since 1990 BCA has specialized in retirement and investment planning for high net worth individuals, trusts and corporate retirement plans. ]

Brokerage Advisory Services, Corp. - Offers retirement and tax planning, life insurance and long term care products, estate planning services.

Capital Care - Specialists in advice for long term care.
Meta Description: [ Independent Financial Adviser specialising in care fees advice. Independent Financial Adviser specialising in care fees advise. ]

Capital Consulting Ltd. - Offering life insurance, annuities, investments products and services to individuals and businesses in Ireland.
Meta Description: [ Capital Consulting Ltd. offering life insurance, annuities, investments, and a variety of other products and services to help individuals and businesses in Ireland plan a secure financial future. ]

Carson Wealth Management Group - Services offered include financial, tax, and estate planning.

CDM Retirement Consultants, Inc. - Specializing in self-directed defined contribution plans. Offers advisory services on design, implement and administer of retirement plans.

Charles Schwab - Financial retirement planning and investments with mutual funds and stock services.
Meta Description: [ Financial retirement planning and investments with mutual funds and stock services. ]

Chifley Financial Services Ltd - Retirement planning, investment in managed funds and other services.
Meta Description: [ Welcome to Chifley Financial Services home page ]

CNNfn: Retirement - Features news, special reports and long-term strategies on saving for retirement.
Meta Description: [ Retirement savings strategies & advice, calculators to plan your retirement, 401K tips and more from CNNMoney.com ]

Comparative Annuity Reports - Publishes monthly reports comparing performance and stability of annuity programs.
Meta Description: [ We define FIXED INTEREST ANNUITY programs and introduce you to Comparative Annuity Reports' tools for comparing, on a side by side basis, the key elements of each annuity program. Equally important, our studies address the financial strength of the carrier behind the annuity. ]

Conservative Financial Services, Inc. - A full service retirement and estate planning firm located in Missouri, US.
Meta Description: [ conservative financial, investments, 401k 401(k) rollovers, estate planning, IRA rollovers, Roth ]

Direct Advice - Objective financial advice to help you in planning a personalized investment strategy for retirement.

Dominion Retirement Services, LLC - Offers retirement plan consulting, recordkeeping and administrative services.
Meta Description: [ online dating retirement health insurance investing life personal finance annuity ]

Donald J. Puff, Financial Advisors - Specialize in TSA/403(b), IRA, 401k, and all your retirement needs.

Dooley Russell Private Trustees - Estate planning utilizing trusts.
Meta Description: [ Private Trustee Services. Estate Planning utilizing trusts. Specializing in creative tax and estate planning advice using tools such as ESBT for S-Corporations, QDOT for Resident Aliens, Private Annuities, limited partnerships, and Defective Grantor Trusts. Professional Private Trustees. ]

Eldorado Financial - Financial planning and investment advisor. Includes service descriptions, industry definitions, and investment style.
Meta Description: [ Christian financial planner and Christian financial advisor uses the Bible for investment advice. Jim Elder is a certitified teacher for Crown Financial Ministries. ]

ement JPA Fringe Benefits Consortium - Offers retirement planning for employees of San Diego County and Imperial County School districts. USA.

Enhanced Pensions and Annuities - How to boost your pension income.
Meta Description: [ Enhanced pension income available for impaired life annuities from biggerpensions.com ]

Entrust Administration Inc. - We handle the record keeping and government reporting requirements for truly self-directed IRAs and Qualified Plans.
Meta Description: [ Our office not only provides expert account administration and transaction support services, we also deliver local presentations and workshops to help individuals better understand their investment opportunities and the requirements of self-directed accounts and transactions. ]

ez401k.com - Plan set up, reporting, deposits and withdrawls are automated.
Meta Description: [ 401k - Start and run 401(k) and retirement plans online. ]

404 FamilyHaven Retirement Center - A complete retirement planning book on line.
Meta Description: [ List of the articles contained in The Family Retirement Center. ]

First National Equity, Inc. - Providing annuity investment products to people over the age of 55 years old.
Meta Description: [ A national leader in providing annuity investment products to people over the age of 55 years old. ]

Fiscal Agents Financial Services Group - Listing current rates on investment funds and instruments, as well as a financial glossary, newsletter library, calculators and worksheets to help provide personal financial solutions to the conservative investor.
Meta Description: [ Canada wide GICs, RRSPs, RRIF and Mortgage rate tables, Mutual Funds, Life Insurance quotes, special term deposit brokers rates, credit card, car loan fees & other consumer service reports and newsletters. ]

Frank M. Semeraro - Offers retirement and financial planning, life and health insurance services.
Meta Description: [ Frank M. Semeraro Financial Planning and Insurance. Financial and Retirement Planning, Tax Deferred Annuities, Life and Health Insurance, Long Term Care, Disability Income ]

Freedom Financial Services - Helping individuals and families establish financial freedom.

FreeERISA.com - Free and unlimited access to current retirement and pension benefit information.
Meta Description: [ freeERISA.com provides free and unlimited Internet access to retirement and welfare benefit information on U.S. employers as it appears on Form 5500 and/or 5500 C/R. ]

Great-West Retirement Services - Administration, education, and pension plan marketing services. Also provides online retirement education and calculators.

Hackett Retirement Solutions - Offers retirement planning, long term care insurance, annuities, and educational seminars for senior citizens.
Meta Description: [ Information about retirement planning, long term care insurance, annuities, and information for senior citizens who want to preserve and protect their assets. ]

Horizon Financial Planning Corp. - Full financial planning firm.
Meta Description: [ Horizon Financial Planning Corp's main web page, providing divorce and financial planning services in Southeastern Michigan. ]

How-to-Retire.com - Offering information on formulating an initial plan, calculating for inflation, ruling out risky investments.
Meta Description: [ www.How-To-Retire.com - Retirement Planning Search Retirement Resources Page ]

Hutto Dean and Co., Inc - Specializes in retirement plans only available to educators and some non-profit organizations.
Meta Description: [ Tax Sheltered Annuities, Variable Annuities, 403 b Plans, Retirement Plans, & more. At Hutto Dean & Co., we specialize in retirement plans only available to educators & some non-profit organizations. ]

ICMA Retirement Corporation VantageLink - An independent, non-profit provider of integrated retirement and investment advisory services for government organizations.
Meta Description: [ ICMA-RC manages and administers 457 and 401 retirement plans exclusively for the benefit of public sector employers and employees. ]

Independent Professional Financial Planners - Full service financial planning agency for individuals, specializing in 401K's.
Meta Description: [ Integrated Professional Financial Planning ]

Insurance.com - Retirement - Offers general information necessary when choosing your retirement annuities.
Meta Description: [ America's #1 online insurance agency. Compare instant auto insurance quotes, car insurance quotes, life insurance quotes, home insurance quotes, health insurance quotes and more from Travelers, Safeco and more. ]

Invesco Limited - Offers pension and investment consultancy.

Investec Advisory Group - Providing information and consulting services for 401(k) plan sponsors and their executives. Information on principals and services offered.

Investors Capital Management, Inc - Offers pretirement planning and investment management services.
Meta Description: [ Investors Capital Management, Inc (ICM) offers personal service, conservative management, flexibility, high quality securities and affordable fees. ]

Klaas Financial Services - Financial advisors and certified financial planners.
Meta Description: [ Klaas Financial is an independently owned, registered investment advisory firm, registered in the states of Illinois and Wisconsin. Our Professional Team can assist you in addressing your individual goals. ]

KT Administrators, Inc. - 401K retirement planning company.

Lara, Shull and May - Provides wealth and financial planning. Includes online account access and calculators.
Meta Description: [ Lara, Shull and May, LTD offers financial planning for a successful retirement. ]

Lifetime Planning Concepts - Offering fee-based advisory for retirement, investment and estate planning needs. Specializes in IRAs and the education process of investing.
Meta Description: [ Our passive investment portfolios using index funds make us unique. We develop tax efficient, low cost, broadly diversified strategies that puts our clients' interests first. ]

Lindblad Financial Group - Provides planning for business owners and affluent pre-retirement and post retirement clients.
Meta Description: [ We focus on Fee Based Financial Planning and Investing for Business and Individuals, utilizing the lastest software technology, 401(k) Rollovers, Health Insurance such as Blue Cross Blue Shield (BCBS) of Arizona, Medicare, CLU designation, Group Major Medical Insurance, Arrowhead Ranch, Lindblad ... ]

Mason LaRoche - Offer tailored financial advise on investment, pensions, retirement and education funds to entrepreneurs and corporate executives, professionals and families in the Asia Pacific region.

Mathisen Financial, Inc. - Retirement planning, insurance options, mutual funds and tax strategies for the long-term investor.
Meta Description: [ Retirement planning, insurance, mutual funds and tax strategies for the Canadian investor. ]

MLC - Offers financial advice and investing for retirement.

Moseley Investment - Registered Investment Advisor in Florida providing retirement, estate, and intergenerational financial management and planning.

mPower.com - Provider of investment advice and retirement education for 401k/retirement plan participants.

Norris Financial Group - Market research and investment portfolio tracking. Includes company profile, information and contacts.

OC and H Capital Management - Offers financial planning using a fee based structure. Retirement, investment and estate planning, insurance needs analysis, budgeting assistance.
Meta Description: [ An independent fee only advisor offering comprehensive financial planning services to residents of Oklahoma. Services include, individual accounts, IRAs, trusts, estate plans, retirement and profit sharing plans. ]

OnPlan - OnPlan provides private-labeled 401(k) asset allocation and Mutual Fund Selection guidance.

Oswald Financial, Inc. - Designs and operates 401(k), profit sharing and defined benefit plans. Features newsletter, links to related resources. Contact details.
Meta Description: [ The Oswald Financial team of expert advisors offers a spectrum of the finest retirement, savings and executive compensation solutions available. ]

PenD'Calc - Software designed for financial advisors whose business is to help clients plan their retirement and preserve their estate.

Pension and Estate Planners, Inc. - Offering services for 401(k), MPPP, PSP and insurance.

Pension Consultants, Inc. - Providing independent search, investment, compliance, and communications services to company-sponsored retirement plans across the United States.

PensionConcepts.net - Specializes in the analysis of pension plans.
Meta Description: [ Pension Concepts : Specializing in Retirment Planning Calculations, Marketing Sales Tools, Pension Maximization Service, Pension Research, Pension Planning Solutions, Joint and Survivor Considerations, Pension Maximization Proposal Service, Pension Estimates, Pension and Insurance Solutions, Reti... ]

500 PensionSorter - Jargon-free independent information on UK pensions and financial planning for retirement.
Meta Description: [ Everything you wanted to know about UK pensions but were too afraid to ask - Jargon free user friendly info ]

Pointon York - Specializes in retirement planning, self-invested pensions and property management.

Profitsharing.org - Provides 401k and IRA investment data, technical analysis, market analysis and e-mail action alerts for the most common mutual funds used in these plans.

Punter Southall and Co. - Consulting actuaries, pension scheme administration, employee benefits, insurance and financial management.
Meta Description: [ Punter Southall & Co provides the full range of actuarial and investment advice, pensions consultancy and pensions administration services. Our clients - in the UK and overseas - are primarily large and medium-sized pension schemes and related employers. ]

QS Independent - UK-based Independent Financial Advisers (IFAs) specialising in investment and retirement planning.
Meta Description: [ A guide to investing via an IFA with sections on, pensions, ISAS, unit trusts, retirement planning, tax planning, long term care planning, property investment andemployee benefits ]

QUADSWEB.com - Site offers information for both employers and participants in pension plans. Includes information on 401(k) and IRAs.
Meta Description: [ QUADSWEB.com, offering 401(k), 403(b)7, IRA, Roth IRA's and Non-Traditional IRA's, is the only online provider of complete retirement plan solutions that give employer and employee-participants unlimited flexibility convenience, and cost-effectiveness. ]

R. Bruce Tanner and Associates, Inc. - Providing retirement plan services. Specialize in servicing small to mid-sized Defined Contribution Plans.
Meta Description: [ For over 20 years, R. Bruce Tanner & Associates, Inc. has been providing retirement plan services from Atlanta Georgia. We specialize in servicing small to mid-sized Defined Contribution Plans for any and all investment managers. ]

Randy Redley and Associaties - Specializes in helping people to receive higher retirement income by using a variety of low-risk, high-interest, tax-deferred products.
Meta Description: [ Annuities, IRAs, 401ks. Insurance FINANCIAL services. Retiring soon? Receive higher retirement income. Safe! ]

Retire On Your Terms - Retirement education from the National Association of Variable Annuities.

Retire Plan Ask - Independent retirement planning and lump sum investment advice for the UK.
Meta Description: [ Retirement Planning Assocites Limited are independent financial advisers for all aspects of personal financial planning and specialising in retirement planning. Based in Essex, the firm has clients throughout the British Isles. ]

Retirement Plan Rollovers - Well rounded retirement planning information and links to respected Wall Street firms.
Meta Description: [ Retirement Plan Rollover ]

Retirement Planning from About.com - Timely, relevant articles and links to help you wade through the complexities of retirement planning.
Meta Description: [ Plan for your retirement can be easy if you follow the information presented here. Learn about annuities, IRAs, Roths, 401(k), mutual funds, stocks and bond, wills, trusts, health insurance, life insurance, pension plans, social security, investment strategies, tax strategies, budgeting, estate ... ]

Retirement Planning Services, Inc. - Provides financial and retirement planning services. Contains financial, investment, and retirement educational information and resources.
Meta Description: [ This site presents the financial and retirement planning services and qualifications of Retirement Planning Services, Inc., a Fee-Only, NAPFA planner. It contains financial,investment, and retirement educational information and resources. ]

Retirement System Group - Full-service benefit plan specialist providing investment management, plan design and administration, actuarial, and participant accounting to qualified and non-qualified plans.

Retirement Wealth Management, Inc. - Provides personal investment management services.
Meta Description: [ Retirement Wealth Management, Inc. provides personal investment management, based on each client's needs and goals, for people who are in or near retirement. ]

Retirement-4-U - Retirement planning and consulting services providing specific individual retirement information tailored to retirement goals.
Meta Description: [ Early retirement planning online by expert consultants from California, USA ]

RK Asset Management - A financial planning firm. Services include retirement and estate planning, fee-based brokerage accounts, annuities and 401k plan consulting.

Schwab Retirement Plan Services, Inc. - Provides record keeping and administrative services to retirement accounts.

Scottish Widows - Life assurance and pensions.
Meta Description: [ Scottish Widows - Life, Pensions and Investments. Prepare your finances for the future, apply online or find out more about our products. ]

Securities America - Financial services specializing in custom retirement planning.

Senior Life Planning Services, L.L.C. - Offers estate and taxation planning assistance.
Meta Description: [ Senior Life is a private membership organization in Washington state. We are dedicated to assisting members in estate planning needs, helping them limit the effects of probate, excess taxation and time delays that can erode an estate. ]

Shurwest Financial Group - Offers annuity products and service. Program descriptions.
Meta Description: [ Annuity Products and Service from the Producer's Perspective since 1985! ]

Spectrum Insurance Group - Insurance products and pension and profit sharing plans.
Meta Description: [ We specialize in term life insurance for ages 45+ and will complete all the insurance forms for you. We are here to serve your term life insurance needs! ]

Staffordshire Financial Services - Offer retirement planning schemes, help and advice in investing for retirement.
Meta Description: [ Nationwide Building Society Home Page - Banking, insurance mortgages, loans, credit cards, pensions savings and much mor ]

Sterling Trust Company - Self-directed individual retirement accounts, qualified business retirement plans, personal custodial accounts and corporate trust and escrow arrangements. Details of services and account access.
Meta Description: [ Offering self directed IRAs, Roth, 401k, 403b, Pension Plans, SEPs, escrow services, precious metals, stock, notes, real estate.We service individuals, institutions and financial professionals . ]

Steve Wood and Associates - Advisors on retirement planning, investments, mutual funds, life insurance, and asset allocation for individuals, foundations, and small businesses.
Meta Description: [ Josh Wood ]

Still River Retirement Planning Software - Software solutions to meet the retirement plans marketplace.
Meta Description: [ Still River Retirement Planning Software is a premier provider of software and internet tools for the calculation of difficult retirement distribution calculations. ]

Suffolk Life Group Plc - Contains information about sipps and ssas pension schemes.

SuperFacts.com - Offers Australian retirement planning information.
Meta Description: [ Helping individuals plan and manage their wealth through personal financial advice, superannuation, investment strategies and retirement planning. ]

Teachers Financial Services - Retirement planning, tax sheltered annuities and insurance services for Southern California public school employees.
Meta Description: [ Retirement Planning, Tax Sheltered Annuities and Insurance Services for Public School Employees in Southern California ]

The Advantage Group - St. Louis-based insurance brokers offering equity index product descriptions, rates, and educational materials.

The Bryant Group - Management discuss investment clubs and pension plans.

The Clark Financial Group, LLC - A full service investment brokerage firm specializing in retirement plans for individuals and small businesses.
Meta Description: [ Online discount stock, options, and futures broker that provides full service, professional trading advice and investment support at no additional cost ]

500 The Herod Mattis Group, Inc. - Provides design, selection and implementation of employee retirement plans.

The Logan Group - A security and insurance firm specializing in retirement planning.

The Newport Group - Provides consulting, asset management and administrative services for both qualified and non qualified retirement plans.

The Pension Annuity Site - Offers information and links for pension annuity resources.

The Policy Servicing Company - Annuities and annuity quotes from UK Independent Financial Advisers.
Meta Description: [ @retirement.co.uk - annuity quotes, and information on annuities. How to get the best rate annuity for you ]

The Retire Early - Online magazine with free retirement planning software.
Meta Description: [ The online magazine for people who used to work for a living. Download FREE Retirement Planning Software. How to retire early; 1) Manage expenses, 2) accumulate capital, 3) invest wisely with low fees and commissions. ]

The Retirement InCome Trust - Help secure your child or grandchild's retirement thanks to this new retirement planning tool.
Meta Description: [ Help secure your child or grandchild's retirement thanks to this new retirement planning tool. ]

The Shobe Financial Group - A full service financial planning firm offering services for individuals and closely held business.
Meta Description: [ The Shobe Financial Group is a Registered Investment Advisory firm located in Baton Rouge, Louisiana. The Shobe Financial Group is a financial advisory firm that has been providing services to clients for almost 20 years. The Shobe Financial Group offers services ranging from financial planning f... ]

ThirdAge Retirement Troubleshooter - Assesses your current finances, so investors can know where they want to be in the future.
Meta Description: [ ThirdAge Money - articles, advice, Web sites, books and discussion on ThirdAge money matters: investing, budgeting, taxes, retirement planning, estate planning, and more. Learn how to negotiate life's transitions on your terms. ]

Tools2Retire - Construct your retirement plan with tools and information.
Meta Description: [ Retirement Wardlaw IRA Texas Financial Planner ]

Tracey Little - Provides retirement and financial services advice to America's middle-income families. Details on seminars and financial facts.

Transamerica Retirement Services - A full range of retirement services, including 401(k) and profit-sharing plans.

Uniglobal Pension Planning, Inc. - Financial planning.
Meta Description: [ Uniglobal Pension Planning, Inc. - A third-party pension administration firm specializing in plan design and compliance for qualified retirement plans such as 401(k), 403(b), 457, profit sharing, money purchase and defined beneift plans. ]

Valentine Capital Retirement Planning Group - Offers portfolio and asset management and retirement planning services.

Wintrust - Offers pension and investment consultacy.
Meta Description: [ Wintrust Pension and Investment Consultants ]

WisePlanning.com - Offering financial planning, insurance, investing, tax-advantaged plans, retirement planning, home mortgages and debt elimination plans.
Meta Description: [ attempt to remove inaccurate, erronious and obsolete entries on your credit reports, life insurance, home mortgages and debt settlements ]

AIG SunAmerica Inc. - Offers retirement planning and savings strategies.