| Name | Title | Contact Details |
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Freedom 55 Financial - Wayne Kobylnik is a Barrie, ON-based company in the Financial Services sector.
Kovitz Investment Group, LLC is a Chicago, IL-based company in the Financial Services sector.
Credential Group - Patricia Schmeichel is a Winnipeg, MB-based company in the Financial Services sector.
In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other`s vehicles, they could not have imagined that their tiny organization would one day serve millions of members and become one of the only fully integrated financial services organizations in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.
Putnam Investments is a global money management firm with 75 years of investment experience. Our broad range of investment products includes advisor-sold mutual funds; 401(k)s, IRAs, and other retirement plans; variable annuities; and institutional portfolios. Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing, consider whether your state`s plan or that of your beneficiary offers state tax and other benefits not available through Putnam 529 for America. If you withdraw money for something other than qualified higher education expenses, you will owe federal income tax and may face a 10% federal tax penalty on earnings. Consult your tax advisor. Putnam Retail Management, principal underwriter and distributor. Putnam Investment Management, investment manager.