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Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Avante-Guarde Optics AKA Luxottica U.S. Holdings Corp. is a Port Washington, NY-based company in the Financial Services sector.
As one of the pre-eminent Lending as a Service (LaaS) companies, Vervent sets the global standard for outperformance by delivering superior expertise, future-built technology, and meaningful services. We support our industry-leading partners with primary strategic services including Loan & Lease Servicing, Call Center Services, Backup Servicing/Capital Markets Support, Credit Card Servicing, and Card Marketing & Customer Acquisition.
Liberty Commercial is a boutique finance company with deep roots in the industry. We provide customized financing solutions to businesses throughout the U.S.
Newbridge Securities Corporation, is a full service securities broker/dealer a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC) and provides investment banking services. At Newbridge Securities our mission is to be the premier financial service company within our industry with committed and experienced professionals at all levels providing clients with quality financial products, services, and information. "As we earn our clients trust, they reward us with their confidence. This enables us to provide strategic advice and to foster a basis for long term relationships." Securities offered through Newbridge Securities Corporation, Member FINRA, SIPC. 5200 Town Center Circle, Tower One, Suite 306, Boca Raton, FL 33486 Toll-Free #: 877-447-9625 Phone: 954-334-3450 Fax: 954-489-2390. www.newbridgesecurities.com Nothing on this page should be construed as an offer to purchase or sell a security. Such an offer can only be made after a thorough review of offering materials and a suitability consultation with your financial advisor. NSC is not a tax or legal advisor.