MassMutual - Financial Design Associates

Compass Financial Group, based in Jacksonville, FL, is associated with Voya Financial, which has recently acquired OneAmerica Financial Inc.'s full-service retirement plan business, now supporting nearly 8 million participants. The company prides itself on a unique culture that emphasizes customer service and has received numerous accolades for its core values over the years. Voya Investment Management ranks as the 48th largest institutional investment manager, according to the Pensions Investments Top Money Managers list published in June 2024. Insurance products are issued by ReliaStar Life Insurance Company and ReliaStar Life Insurance Company of New York, both of which are part of the Voya family of companies, offering a range of financial products and services across various states. Generated from the website

Lincoln Financial Advisors, also known as Sagemark Consulting, is a full-service planning organization that offers a variety of financial security products and services throughout the United States. It provides customized financial plan development, retirement strategies and assets evaluation services. Lincoln Financial Advisors also offers real estate and ownership planning services. The company specializes in investment management and wealth protection strategies development services, as well as conducts various case studies. It provides assistance with a range of succession issues, such as stock redemption, private annuities, family partnerships, cross purchases, life insurances and buy-sell agreements. Lincoln Financial Advisors maintains a presence in Chicago and is a part of Lincoln National Corporation, which is one of leading providers of financial services in the United States and operates under the marketing name of Lincoln Financial Group.

LPL Financial Services in Jacksonville, FL, operates as an independent broker-dealer, specializing in a wide range of investment products, advisory services, and holistic wealth management solutions. Catering to financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with essential resources and cutting-edge technology platforms for delivering tailored financial advice. With a core focus on compliance oversight, practice management, and advanced technology tools, LPL Financial Services is dedicated to enabling advisors to engage effectively with their clients. Their pivotal role revolves around optimizing advisors' productivity, precision, and capacity to operate autonomously in the intricate realm of financial services, ensuring a seamless experience for both advisors and their clients. Generated using this brand's available information