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Portland / Oregon / United States
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Founded in 1975, Ferguson Wellman is a privately-owned investment advisory firm. It offers extensive services for institutional clients, including individuals/families, non-profits and retirement plans. Some of the services offered by the company are comprehensive financial analyses, determining review asset allocation strategies, developing short-term/long-term plans, planning distribution of grants, analyzing past market activities and forecasting future trends. With more than 525 clients, the firm manages $2.5 billion in assets that comprise of union/corporate retirement plans, endowments/foundations and individuals. Ferguson Wellman has received various awards, such as Corporate Philanthropy Award in 2008, Oregon s Most Admired Companies Award in 2006, Campaign Performance Award, Cascade Award, Community Investment Award and Founders Club Award.
Hampton / Virginia / United States
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Our office is a family owned agency that was started in 1968. Our goal is making you feel like family as well. Serving the Hampton Roads area as well as the Richmond area!
East Lansing / Michigan / United States
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TIAA’s East Lansing, MI is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (866) 842-2825.
Washington / District Of Columbia / United States
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Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we’ve been providing solutions by putting the needs of our clients first through The Gallagher Way.
Ann Arbor / Michigan / United States
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TIAA’s Ann Arbor, MI is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (888) 488-3410.
San Francisco / California / United States
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Invesco AIM Management Group is a subsidiary of Invesco Ltd., among the world s largest independent investment managers. It is dedicated to meeting its clients evolving investment needs through access to diversified investment strategies managed by distinct teams at its investment centers worldwide. These investment strategies can be packaged and delivered to meet investor s needs from retail mutual funds and exchange-traded funds (ETFs) to retirement plans, separately managed accounts and college savings plans.
Charlotte / North Carolina / United States
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At TIAA, our mission is clear: to help provide lifelong financial well-being for those we serve. Whether were helping clients plan retirement, save for college or provide financial protection for loved ones - that mission guides all we do. You can call today to schedule an appointment in Charlotte, NC to speak with a financial advisor.
Cincinnati / Ohio / United States
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TIAA’s Cincinnati, OH is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (866) 842-2348.
Austin / Texas / United States
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Hester Capital Management is a professional investment advisory firm. Its services include investment management, custodian selection and retirement planning. The company also manages a variety of portfolios that include equity, fixed income and balanced portfolios. It also purchases shares of stock and high-grade bonds on behalf of its clients. The company offers services to a range of clients that include individuals, families, trusts and estates, charitable organizations, endowments, foundations, retirement plans and public funds. It offers services through a staff of chartered financial analysts, chartered investment counselors, certified financial planners, and employee benefit specialists. The company s Web site provides information on its mutual fund. Hester Capital Management, founded in 1989, maintains an office in Austin, Texas.
Fairfield / Connecticut / United States
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Sasco Capital is a Fairfield-based financial firm specializing in investment services for business and personal interests in and around the local community.

Charlotte / North Carolina / United States
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TIAA’s Charlotte, NC is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (877) 535-3910.
Charleston / West Virginia / United States
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Wells Fargo Third Party Administrators provides insurance brokerage and administrative services, as well as a range of financial and consulting services to thousands of clients from more than 150 local offices throughout the United States. The company s nearly 4,500 associates place more than 8.5 billion in risk premium making it one of the largest insurance brokerage firms in the world, and one of the largest bank-affiliated insurance brokerage firms in the United States. The company s products include products for administrative services, commercial lines, employee benefits, international, personal lines, wholesale benefits and life wholesale. Wells Fargo Third Party Administrators has locations in Illinois, Kentucky, Minnesota, Ohio, Pennsylvania, West Virginia, Colorado, California, Texas and Georgia, such as the office in Charleston, W.Va.
Northbrook / Illinois / United States
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The Allstate Corporation, founded in 1931, is one of the largest publicly held insurance companies in the United States. The corporation serves more than 17 million households through exclusive agencies and financial professionals in the U.S. and Canada. Allstate sells more than 10 major lines of insurance, including automobile, property, life and commercial, and also offers retirement and investment products and banking services. It operates in two segments, Allstate Protection, and Allstate Financial. Allstate Protection segment sells private passenger auto and homeowners insurance under Encompass and Deerbrook brand names. Allstate Financial Group provides life insurance, supplemental accident and health insurance, annuity, banking and retirement products for individual, institutional and work site customers. The corporation s common stock is listed on the New York and Chicago stock exchanges. The Allstate Corporation is a Fortune 100 company, with more than $150 billion in assets, and is located in Northbrook, Ill.
Pittsfield / Massachusetts / United States
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Berkshire Life, a subsidiary of The Guardian Life Insurance Company of America, provides insurance to individuals and professionals. The company has its headquarters in Berkshire County, Mass., and has field offices nationwide.