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Woldoff Associates is a Morrisville, PA-based company in the Financial Services sector.
American Transit Insurance Company is one of the leading providers in Financial Services. It is based in Lincoln, NE. To find more information about American Transit Insurance Company, please visit www.american-transit.com
The Berkeley Square Group is a New York, NY-based company in the Financial Services sector.
Coastline Federal Credit Union is one of the leading companies in Financial Services industry. Coastline Federal Credit Union is based in Jacksonville, FL. You can find more information on Coastline Federal Credit Union at www.coastlinefcu.org
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.