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(800) 642-5686 ex. 1079


For Corporations and Public and Private Institutions

We work with firms of any size and can provide retirement planning support.  Through our broker dealer, First Allied Securities, Inc., using a number of clearing agents, insurance companies, and retirement plan administrators, we help to establish all of the following:

  • 401K plans for corporations
  • Defined benefit plans for established partnerships, consultancies, medical offices, and small businesses
  • Cash management and fixed income services 
  • SEP IRAs and Individual 401K or Solo(k) plans, and defined benefit plans for independent proprietors

Our financial advice first emphasizes the needs of the individual, family, or institution seeking planning advice, investments, or counsel.  A consultation should help to determine appropriate accounts for an office or individual.

For products for private families and individuals, please click here.