Financial Planning

Investing and Information

Fidelity Investments
82 Devonshire St.
Boston, MA 02109
(800) 544-6666 or www.fidelity.com

INVESCO Funds Group
7800 East Union Ave. Suite 800
Denver, CO 80237
(800) 525-8085 or www.invesco.com

Janus Capital
100 Filmore St. Suite 300
Denver, CO 80206
(800) 525-3713 or www.janus.com

Morningstar, Inc. (Mutual Fund Information)
225 W. Wacker Dr.
Chicago, IL 60606
(312) 424-4288 or www.morningstar.com

Financial Industry Regulatory Authority (Investments)
(800) 289-9999 (Disciplinary History)
(301) 590-6500 (Licensing Information – refer to your state when calling) or online

Charles Schwab Corp.
101 Montgomery St.
San Francisco, CA 94104
(800) 648-5300 or www.schwab.com

T. Rowe Price Investor Services
100 E. Pratt St.
Baltimore, MD 21202
(800) 638-5660 or www.troweprice.com

Other Investment Resources

www.quicken.com (Investments, mortgage calculator)

www.bloomberg.com (Business information, mortgage calculator)

Social Security Administration
Disability Income, retirement income, survivor income and Medicare.
(800) 772-1213 or www.ssa.gov