Affiliations


Million Dollar Round Table (MDRT)is The Premier Association of Financial Professionals. 
  
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. 

    


Securities America is one of the largest independent broker/dealers in the nation. Their Midwestern work ethic compels them to go that extra mile to ensure the expectations of affiliated advisors and their clients are being met. With more than 1,800 financial professionals nationwide, everything they do revolves around helping us deliver the best financial products, services and financial resources to our clients.    

    

 


Financial Services Institute (FSI) was formed in January 2004 as an advocacy and membership organization for independent broker-dealers and independent financial advisors.  Broker-dealers, as support organizations for financial advisors, and their affiliated advisors have an important place in the broad spectrum of companies that deliver financial products, advice, guidance, education, and services to Americans.


 
 
 

The American College is a non-profit educational institution with the highest level of academic accreditation dedicated to leadership in innovative training and development for financial services professionals.

The College is distinguished by resources of the highest quality, innovation in program delivery and design and results that create sustainable advantages for our customers.

Serving as a valued business partner to banks, brokerage firms, insurance companies and others for 80 years, The American College has assembled a faculty of the foremost thought leaders in the industry to help companies and their employees succeed.


Hanson McClain Retirement Network helps telecom and utility employees plan their financial future by helping them understand, in plain language, how they’ll be personally affected by changes in their company saving and pension plans. They’ve helped thousands of telecom and utility company employees throughout the country make the transition into retirement.
 




Fox College Funding provides late stage college funding planning for families with a college-bound high school student. We specialize in helping upper-middle to high-income, and higher net worth families reduce their college expenses.
 
 
 
 
 

The New Jersey Business & Industry Association is an employer association providing information, services and advocacy for its member companies in order to build a more prosperous New Jersey.    



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