Client Support

Contact information is listed for secondary purposes and should only be needed if you cannot contact Myrna or Brian.  You may also find contact information on your most recent statement.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. 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, websites, information and programs made available through this website

Please use the appropriate links below:

 

 

Name

Website

Contact

Gateway Financial Advisors, Inc

www.gfainvestments.com

858-428-3929

Cambridge Investment Research, Inc

Information for Investors

800-777-6080

 

     

Cambridge Investment Research, Inc

Wealthscape Investor

Log In

 
     

Ascensus

 

877-221-0238

AllianceBernstein

Log In

800-221-5672

American Funds

Log In

800-421-4225

AXA Equitable

Log In

888-292-4636

CollegeBound 529

Log In

877-615-4116

Eaton Vance

Log In

800-262-1122

ftj FundChoice

Log In 800-379-2513, option 4

Genworth

Log In

866-446-9852

Griffin Capital

Log In

888-926-2688

Hines Log In

888-220-6121

Venerable formerly Voya & ING

Log In

800-366-0066

Jackson National

Log In

800-644-4565

John Hancock

 

800-377-7311

Lincoln Financial Group

Log In

Annuities 888-916-4900

Life Insurance 800-487-1485

Midland National

Log In

800-923-3223

Pacific Life

Log In

800-722-4448

Penn Mutual

Log In

800-523-0650

Principal

Log In

800-986-3343

Sammons Retirement Solutions

Log In

866-747-3421

SEI

 

800-342-5734

UNUM

Log In

866-679-3054