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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
Browse our recent blog articles and you will see and learn about the various ways AFS can help you, as well as educate yourself.
A recent headline from the Consumer Financial Protection Bureau (CFPB) has alerted consumers that another financial institution has been fined for, “Illegally Exploiting Personal Data to Open Sham Accounts for Unsuspecting Customers.” This typically happens when financial institutions incentivize their employees to open new credit and loan accounts and to sell certain financial products. Find out how you can protect yourself.
According to an article on Bloomberg.com, 53% of couples say inflation is prompting them to discuss money more often with their partners. This is great news as just four short years ago 44% of Americans saw personal finance as the most challenging topic to discuss with others (Scientific American).
Many people have heard of a financial cleanse. And if you have not, it is a way to understand where your money goes and ensure that those expenses align with your financial goals and values. It focuses on changing the relationship we have with money.
American Financial Solutions (AFS) has achieved national re-accreditation through the New York-based Council on Accreditation (COA). This accreditation was rigorous and involved numerous hours of preparation by members of our staff, executive team, board members, partners, and our clients.
Call us at (888) 864-8548
and your counselor will review your credit report, analyze your financial situation and help you find the option that's best for you.
