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We partner with bold leaders of category-defining companies to help them grow and innovate at scale.
Parsonex is a network of affiliates that offer families retirement planning, insurance, and investments. Through our network of advisors our goal is to develop lifetime client relationships that help you confidently get to retirement, and perhaps more importantly, through retirement. Parsonex Securities, Inc. is an independent broker/dealer that specializes in retirement planning and offers a wide variety of products and services including mutual funds, variable annuities and 529 plans. Parsonex Advisory Services, Inc is an SEC Registered Investment Adviser that specializes in wealth management and planning services. Parsonex Insurance Agency, Inc. is an independent insurance agency that offers term life insurance and long-term care through a variety of carriers and partnerships.
Ideal Financial Solutions is a leader in personal cash flow management solutions.
Meridian Land Title is a Grand Junction, CO-based company in the Financial Services sector.
Oak Ridge Investments is a Chicago, IL-based company in the Financial Services sector.