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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.
As the economy changes, interest rates rise and housing prices begin to ebb, we thought it would be a good time to share information on the homebuying process, how to prepare your finances for the big leap and how to get the lowest interest rate possible.
For many people already concerned about the higher costs of groceries, gas, housing, and interest rates, this news has been met with anxiety about how to remain current on their loans. To prepare, we have put together steps for ensuring you know the status of loans and how to maintain a positive loan payment history as we go through this transition.
Investing and Information
Fidelity Investments
82 Devonshire St.
Boston, MA 02109
(800) 544-6666 or www.fidelity.com
INVESCO Funds...
Examiners found servicers engaging in unfair practices in trying to collect on private student loans discharged in bankruptcy
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