Financial Advisor

A financial advisor is a professional who works to help their clients meet and manage their most important financial goals in life. A fundamental goal of a financial advisor is to increase the net worth of their clients over time, while protecting them from risks such as loss of income due to disability, premature death and long-term care expenses. Financial advisors will also work with clients in the areas of tax planning, estate planning, and retirement income planning and asset decumulation.

The Business Week Cover Story on Retirement--Life-Cycle in Theory but Status Quo in Practice

Business Week just ran a timely cover story on the post-financial crisis retirement landscape.  Portions of the feature present a remarkable contradiction. While there is a clear endorsement of...

Vanguard

Short Company Name: 
Vanguard
Long Company Name: 
Vanguard

Founded by the investment industry pioneer John Bogle,

Company Type: 
Asset Management
Address
Street Address: 
PO Box 2600
City: 
Valley Forge
State: 
PA
ZIP Code: 
19482
Country: 
USA
Phone Number: 
877-662-7447
Year Founded: 
1975
Ownership: 
Private

Security Benefit

Short Company Name: 
Security Benefit
Long Company Name: 
Security Benefit Life Insurance Company

Company Type: 
Insurance Company
Address
Street Address: 
One Security Benefit Place
City: 
Topeka
State: 
KS
ZIP Code: 
66636-0001
Country: 
USA
Phone Number: 
800-888-2461
Key Phrases: 
Associated Products: 

Jefferson National

Short Company Name: 
Jefferson National
Long Company Name: 
Jefferson National Life Insurance Company

Jefferson National Life Insurance Company has been in business since 1937. The company is active in the

Company Type: 
Insurance Company
Address
Street Address: 
435 Hudson Street
City: 
New York
State: 
NY
ZIP Code: 
10014
Country: 
USA
Phone Number: 
866-667-0564
Fax Number: 
866-667-0563
Year Founded: 
1937
Key Phrases: 
Ownership: 
Private

Genworth

Short Company Name: 
Genworth
Long Company Name: 
Genworth Financial Group

Company Type: 
Insurance Company
Address
City: 
Lynchburg
State: 
VA
ZIP Code: 
24506-9939
Country: 
USA
Phone Number: 
800-876-4582
Fax Number: 
888-557-5526
Year Founded: 
1871
Ticker Symbol: 
GNW

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