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Our mission is “to consistently surpass member expectations by enthusiastically providing first-class personal and professional service with a commitment to continuous innovation.”
We believe that all investors should know how their portfolios are performing at any given time and we also understand that your investment objectives may change over time. AE Wealth Management delivers: A focus on managing risk and volatility across a lifetime of retirement. Our portfolio managers aren`t swinging for the fences at every at-bat. Instead, they focus on hitting singles and doubles, and consistently getting on base to help you pursue your retirement goals and make it across the plate. Constant due diligence. Through our strategic alliances, we`re able to bring you money management that includes rigorous vetting and monitoring of money managers to help ensure those who manage your money are staying true to the investment discipline you`ve hired them for. A holistic approach. Our integrated dashboard gives you, and your financial advisor, a view of your entire financial universe in one place. Whether its investments, insurance, 401(k)s, pensions or IRAs, all of your financial holdings are available to you through the AE Wealth Management dashboard, giving you a 360 degree view of your finances and simplifying financial decisions. Cutting edge technology. From interactive risk tolerance assessments to integrated financial dashboards and online goal tracking, we use the best technology has to offer to make it easy for you and your financial advisor to make informed decisions aligned with your financial goals and risk tolerance. By offering transparency in everything we do and explaining things in language our investors understand, we work to help our financial advisors serve investors like you more efficiently and effectively. Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.
Seacrest Investment Management is a Purchase, NY-based company in the Financial Services sector.
Trinity Capital is a leading provider of venture debt financing, a smart financing option for high-growth venture capital-backed startups.
OneMain Solutions is a family of insurance companies with over 74 years of experience and experienced licensed agents in nearly 1,600 locations nationwide.OneMain Solutions and its agents know that honest and open communication is not only the way to do business, it is also the way to build a relationship with each of our customers. Our products are there to fill a need. We strive to ensure each customer understands what their needs are and how we can help to bridge any gap in coverage they may have.