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  2. Voya Financial - Wikipedia

    en.wikipedia.org/wiki/Voya_Financial

    Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. [2] In April 2014, the company rebranded itself as ...

  3. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    www.cetera.com. Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

  4. SEI Investments Company - Wikipedia

    en.wikipedia.org/wiki/SEI_Investments_Company

    SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". [1] SEI provides products and services to institutions ...

  5. Boomers: Here Are 5 Types of Financial Advisors - AOL

    www.aol.com/finance/boomers-5-types-financial...

    Preparing for retirement financially. Paying off credit card debt and loans. Making your retirement savings last longer. Improving the performance of your investments. Preparing for major expenses ...

  6. I Asked 3 Financial Advisors To Share Their Favorite Checking ...

    www.aol.com/asked-3-financial-advisors-share...

    This account, she said, stands out for its low fees, global ATM fee reimbursements, and competitive interest rate, making it ideal for individuals who value flexibility and cost savings. Salahi ...

  7. Is it worth paying a financial advisor to prepare for ... - AOL

    www.aol.com/finance/worth-paying-financial...

    Bottom line. A financial advisor brings a lot to the table. The benefits of expertise, time savings, emotional support, goal setting and tax optimization can far outweigh the risks associated with ...

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