Guest tpa555 Posted January 20, 2009 Posted January 20, 2009 Does anyone know of any marketing firms that sell such a list? I can get a CPA or accounting firm list but have not found one for investment people. tx rs
GBurns Posted January 20, 2009 Posted January 20, 2009 Try Judy Diamond & Associates. One of their links is: www.freeerisa.com George D. Burns Cost Reduction Strategies Burns and Associates, Inc www.costreductionstrategies.com(under construction) www.employeebenefitsstrategies.com(under construction)
Guest Swals20 Posted February 3, 2009 Posted February 3, 2009 Hello, I can help you out. I currently work for New York Life and I can handle all aspects you would be looking for. I have previously been a Benefits Administrator for a Taft Hartley fund in Chicago and very knowledgeable in this field. Let me know if I can help. Stwalski@ft.newyorklife.com
Guest RJ20 Posted March 10, 2011 Posted March 10, 2011 Does anyone know of any marketing firms that sell such a list? I can get a CPA or accounting firm list but have not found one for investment people.tx rs Please think of us for independent 3(21)a fiduciary participant advice. We're an online Certified Financial Planner experience that services the calls and emails for you on your orphaned accounts for one low flat fee. We also give participants their own goals-based financial planning site in addition to their investment/retirement advice site and have access to CFPs. We are honestly not aware of anyone else doing something this robust for such a low fee. www.rj20.com Sean Ruehl, President
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