Waddell & Reed

Primerica Financial Services, based in Melville, NY, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial decision-making. With a focus on personalized financial needs analysis and a commitment to doing what's right for their clients, Primerica aims to help middle-income families achieve financial freedom. Their people-first philosophy and dedication to excellence have earned them recognition as one of the most trusted financial companies in the industry. Generated from the website

Royal Alliance Associates is a financial services firm based in Melville, NY, offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning and advisory services, Royal Alliance Associates aims to help clients achieve their long-term financial goals through strategic investment strategies and expert guidance. Generated from their business information

Royal Alliance Associates, now operating as Osaic, provides securities and investment advisory services through its affiliated firms, including Osaic Wealth Inc., Triad Advisors LLC, and Osaic Institutions Inc. These entities are members of FINRA and SIPC, ensuring a commitment to regulatory compliance and investor protection. The company emphasizes the independence of its various marketing names, products, and services while offering a range of advisory programs sponsored by affiliated registered investment advisers. Clients are encouraged to conduct due diligence through resources such as FINRA's BrokerCheck to learn about the professional history of their financial professionals. Generated from the website