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Sample Annuity Provider Matches


Additional details on Mary's request for Annuity Provider in Millersville, MD
  -  What kind of annuity do you want? 
Don't Know - Looking for advice
  -  What is your desired initial investment for the annuity? 
$25,000 - $50,000
 
Mary, looking for Annuity Providers in Millersville, MD.    
 
  Details: I am ** yrs old. I want to take my money out of my ***K and put into annuities. I need advice.
 
  
 
Matched To:
  1. The Provenza Group; Owings Mills, MD, 21117
    Business Description: Theodore J. Provenza is a Certified Estate Planner at The Provenza Group and has assembled a team of....

  2. Custodio Asset Management; Columbia, MD, 21046
    Business Description: Custodio Asset Management provides each of its clients with hands-on, discretionary wealth-managemen....

  3. Mt. Vernon Associates, Inc.; Baltimore, MD, 21209
    Business Description: Mt. Vernon Associates is an employee-owned investment advisory firm which manages client portfolios ....

  

Additional details on Hal's request for Annuity Provider in Webster, TX
  -  What is your desired initial investment for the annuity? 
$100,000 - $200,000
 
Hal, looking for Annuity Providers in Webster, TX.    
 
  Details: Best time to call in the morning before noon
 
  
 
Matched To:
  1. Lincoln Financial Advisors; Houston, TX, 77056
    Business Description: My passion is to help people create and defend their wealth. I enjoy working in partnership with my ....

  2. Merrill Lynch - The Truscott Group; Houston, TX, 77058
    Business Description: Bill and Brian Truscott are partners in the Truscott Group, a father-son wealth management team and ....

  3. Edward Jones; Houston, TX, 77098
    Business Description: Offering comprehensive financial service solutions tailored to fit your specific needs.

    Edw....

  

Additional details on Carl's request for Annuity Provider in Royse City, TX
  -  What are your reasons to purchase an Annuity? 
Protection of principal
  -  What kind of annuity do you want? 
Index - Usually linked to a stock index e.g. S&P 500
  -  What is your desired initial investment for the annuity? 
$50,000 - $100,000
 
Carl, looking for Annuity Providers in Royse City, TX.    
 
  Details: protection of principals, Call anytime
 
  
 
Matched To:
  1. Certified Financial Strategies Corporation; Dallas, TX, 75254
    Business Description: To provide wealth management services to clients on a tax-efficient basis and to build clients' asse....

  2. ING Financial Partners, Inc.; Southlake, TX, 76092
    Business Description: My mission is to help people reach their financial objectives and obtain financial security.....

  3. TH Wealth Management; Dallas, TX, 75230
    Business Description: I believe integrity and objectivity are the most valuable characteristics in creating investment sol....

  4. LegacyTexas Wealth Advisors; Plano, TX, 75093
    Business Description: SEC registered investment advisory firm providing financial planning and investment advice to afflue....

  

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