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Our Partners and Clients

We are fortunate to work with some of the most influential organizations in our industry. We are very appreciative of their support and contributions to our business, and we look forward to continuing our work along-side them.  A sampling of our clients and roundtable participants are listed below.

Advisor Group

Advisors Financial Solutions, Inc

AF Agency

AIG

ALIRT Insurance Research

Allianz

American Bankers Insurance Association

American General

American National

Ameriprise Financial

Anchor Investment Services

Annexus

Annuity Marketing Services

Annuityratewatch.com, Inc.

Appleby (Cayman) Ltd.

Arvest Asset Management

Ash Brokerage

Associated Investment Services

Associates Of Clifton Park

Astoria Federal

Athene Annuity & Life Assurance Company

AXA Equitable

BancorpSouth Investment Services

BancWest Investment Services

Bank Administration Institute (BAI)

Bank of America/Merrill Lynch

BankFinancial

BankUnited Investment Services

BB&T Investment Services

BB&T Scott & Stringfellow

BBVA Compass

Beacon Research

Bedrock Business Results

Beechwood Bermuda

Beechwood Global Distributors

Benjamin F. Edwards

Blue Frog Solutions

BMO Harris Financial Advisors

BNP Paribas

Brickell Global Markets

Broker's Service Marketing Group

Cambridge Investment Research

Capital Investment Marketing, Inc.

Capital One Investing

Capitas Financial

Carson Wealth Management Group

CD Funding Group

Central Bank/Investor Services Insurance, Inc.

Cetera Financial Group

Cetera Financial Institutions

CIM International, LLC

Citi Personal Wealth Management

Citizens Investment Services

Comerica

Commerce Brokerage and Insurance

Commonwealth Annuity and Life Insurance

Commonwealth Financial Network

Community Trust and Investment Company

Country Club Financial Services, Inc.

CUNA Mutual Group

CUSO Financial/Sorrento Pacific

Deutsche Bank

Diversified Brokerage Services

Dreyfus Brokerage Services

DTCC

Duncan-Williams, Inc.

Eagle Life Insurance Company

EAI Information Systems

Ebix

Edward Jones

EFG Capital International Corp

Eli Lilly Federal Credit Union

Elliott Cove Capital Management

ESL Investment Services

Essex National Securities, Inc.

F B T Investments, Inc

Fairwinds Credit Union

Fendz Asset Management, Inc.

Filtech

Fimark Group

Financial Independence Group

First Allied Insurance Services

First Allied Securities

First Brokerage America

First Citizens Bank & Trust Co.

First Citizens Investor Services

First Horizon/First Tennessee

First Merit Investment Services

First National Bank of PA

First Niagara Investment Services

First PREMIER Bank

First Southeast Investor Services

First Trust Portfolios

Five Star Investment Services

Founders Federal Credit Union

Four Seasons Financial Group

Frost Brokerage Services, Inc.

Fulton Financial

Genworth

Global Atlantic/Forethought

Global City Advisors, LLCGreat American

Great-West Financial

Hancock Investment Services, Inc.

HealthView Services

Heartland Financial

Highland Capital Brokerage

Hilliard Lyons

Hilltop Securities

HSBC Bank

HSBC Private Bank

HSBC Securities

Huntington Investment Company

Imeriti Financial Network

Incapital

Independent Financial Group

Infinex Investments

INFORCE Solutions

Insurance Designers of America

Insurance Technologies

Insured Retirement Institute (IRI)

Invest Financial Corp

Investment Centers of America

iPipeline

Jackson National

Janney Montgomery Scott

John Hancock

Johnson Financial Group

JPMorgan Chase

JTG Consulting

Kehrer-LIMRA

Key Investment Services

Key Private Bank

Knighthead Annuity & Life Assurance Company

Landmark Investments

Legal & General America

Liberty Mutual

LifeMark Partners

Lincoln Financial Group

Lincoln Investment Planning

LPL Financial

LPL Insurance Associates

LTCI Partners

M&T Securities, Inc.

M3 Financial

MassMutual Financial Group

MCR Global Consulting

MetLife

Midwood Financial Services

Milliman

Morgan Keegan

Morgan Stanley

Morningstar

Mutual of Omaha

National Bank and Trust

National Financial, a Fidelity Investments Company

National Life Group

National Long Term Care Brokers

National Planning Holdings

National Western Life Financial Distributors, Inc.

Nationwide Financial

Nautic Financial Group

Navy Federal Financial Group

New York Community Bank

New York Life

NewAlliance Investments

Northstar Financial Services (Bermuda) Ltd.

Ocean Financial Services

Old National Investments

OneAmerica

Pacific Life

Partners Federal Credit Union

Pelican Advisors

Pension Resource Institute, LLC

People's Securities, Inc.

Pershing

PIEtech, Inc./MoneyGuide Pro

PNC Investments

Popular Investments

Primevest

Producer's Choice Network

Protective Life

Provident Investment Services

Prudential

Raymond James

Raymond James Financial Services, Inc./Financial Institutions Division

RBC Wealth Management

Regions Investment Services

Robert W. Baird & Co.

S&P Indices

Sammons Retirement Solutions

Santander Securities

Saybrus Partners

Scotiabank

Securian Financial Group

Securities America

Southern Investment Services

State Employees FCU

Stifel

StructuredRetailProducts.com

Summit Brokerage Services

SunLife Financial

SunTrust Investment Services, Inc

Superior Financial Management, Inc.

Symetra

Synovus Securities

TCU Wealth Management

TD Wealth Management

The Bank of Edwardsville

The Hartford

The Investor Group

The Life Product Review

The Retirement Income Journal

Transamerica Capital

Transamerica Financial Advisors

Triad Advisors

Truebridge/46 Financial

Trustmark

U.S. Bancorp Investments, Inc.

UBS Financial

UMB Insurance

UnionBanc Investment Services

 

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and take  pride in our work

+1 704 243 4512

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9218 Skipaway Drive

Waxhaw, NC

Telephone

FAX:

+1 704 243 4512

+1 704 243 4513

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