howardcm.com

bdtandassociates.com

Useful Links : BDT & Associates, Inc.

http://www.bdtandassociates.com/Useful-Links

CIR Statements Investment Login. Https:/ www.cirstatements.com/. Go To Meeting Login. Http:/ www.gotomeeting.com/fec/. Http:/ www.hcm401koptimizer.com/. Http:/ www.howardcm.com/. Https:/ advisor.netxinvestor.com/web/pas/login-m. Https:/ www.netxinvestor.com/web/netxinvestor/login. Https:/ smarshencrypt.smarsh.com/my/Authentication/Credentials. 2615 E. 24th Street.

philsherrillchfc.com

Vendor Links|Phil Sherrill|Cornelius, NC| Financial Advisor

http://www.philsherrillchfc.com/p/vendor-links

Phil Sherrill, ChFC. Getting To Know Us. Phil Sherrill, ChFC. When We’re Not Working. Your Financial Life in a Box" - Finance Logix. Client Access to Variable Annuity Vendors. Client Access to Fixed Annuity Vendors. Learn To Protect Yourself. Comprehensive Reports – CIR2 Statements. 8220;Your Financial Life in a Box” – Finance Logix Client Portal. Asset Mark Trust Company. Investment View Howard Capital Management. Client Access to Variable Annuity Vendors. Lincoln Financial Variable Annuities.

fanria.com

First American National – Our Money Managers

http://www.fanria.com/our-money-managers

Register for More Information. What is Managed Money? Continually evaluates and selects from the finest investment management options available in the industry today. FAN. Is committed to the highest fiduciary standard which results in:. A focus on providing investment advisor services that are? Always in the best interest of the client? The elimination of the conflict of interest inherently associated with offering any proprietary products. WE Donoghue and Co., Inc. With a history dating back to 1986.

matrix.broadridge.com

ModelTool(k)it | Broadridge

http://matrix.broadridge.com/solutions/tpa-recordkeepers/ModelToolkit.html

Broadridge uses cookies to give you the best experience of Broadridgeâ s website. By continuing to browse, you agree to Broadridgeâ s use of cookies. Find out more about cookies and how we use them. Mutual Fund / Asset Managers. Get the most automated and cost-effective mutual fund transaction processing available. Our affordable, all-in-one platform eliminates the task of executing new mutual fund agreements for each trade, saving time and resources while increasing accuracy. Mutual Fund Trading Platform.

philsherrillchfc.com

Investment Advisory Platforms|Phil Sherrill|Cornelius, NC| Financial Advisor

http://www.philsherrillchfc.com/p/investment-advisory-platforms

Phil Sherrill, ChFC. Getting To Know Us. Phil Sherrill, ChFC. When We’re Not Working. Your Financial Life in a Box" - Finance Logix. Client Access to Variable Annuity Vendors. Client Access to Fixed Annuity Vendors. Learn To Protect Yourself. Genworth Financial Wealth Management. Investment View Howard Capital Management. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. 9605 Caldwell Commons Circle.

matrix.broadridge.com

ModelTool(k)it | Broadridge

http://matrix.broadridge.com/solutions/financial-advisors/ModelToolkit.html

Broadridge uses cookies to give you the best experience of Broadridgeâ s website. By continuing to browse, you agree to Broadridgeâ s use of cookies. Find out more about cookies and how we use them. Mutual Fund / Asset Managers. Get the most automated and cost-effective mutual fund transaction processing available. Our affordable, all-in-one platform eliminates the task of executing new mutual fund agreements for each trade, saving time and resources while increasing accuracy. Mutual Fund Trading Platform.

hcm401koptimizer.com

How to Pick a Mutual Fund | HCM 401k Optimizer

https://www.hcm401koptimizer.com/HowitWorks.aspx

How It Works - Wide Pane. How to pick a mutual fund that works for you. The smart (and easy! Way to manage your retirement plan. The HCM Optimizer is for working individuals who need assistance choosing how to pick a mutual fund and allocating the investments in their 401(k), 403(b) or similar company-sponsored retirement plan. How the HCM 401(k) Optimizer Works. Your recommendations are tailored to your specific situation. Our System Analyzes the Choices in Your Employer's Plan. When the market drops be...

hcm401koptimizer.com

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There is no charge, and you may safely unsubscribe anytime. Brief market commentary and updates emailed every Wednesday. Subscribe. MAKE THE MOST OF THIS OPPORTUNITY. 1145 Hembree Road Roswell, GA 30076. Phone: 770.642.4902 fax: 770.642.4906. Form ADV Part 2. Dollar cost averaging, asset allocation, rebalancing, and diversification strategies do not assure a profit or protect against losses in declining markets.