Financial Products
Planning for your retirement is one of the most important things you may have to do. At the same time, many people feel inadequately equipped to deal with it. In fact, many investors feel they don’t have the knowledge or time to fully understand all the products out there or how they work. Williams & Company, LLC has knowledgeable staff that strives to help ensure you make well informed decisions regarding your retirement plan. Our focus is to guide you through the questions and help you create a retirement strategy.
Listed below are some of the Mutual Funds Famiies and Variable Annuities Companies who's products we can offer.
MUTUAL FUNDS
AIM/Invesco Funds
Alger Funds
Alliance Capital
American Century
American Funds
American Skandia/Prudential*
Black Rock Funds
CDC Nvest Funds
Calamos
Calvert Group
Cohen & Steers
Columbia Funds
Conseco
Davis
Delaware Investments
Dreyfus
Eaton Vance
Enterprise Group
Evergreen Funds*
Federated Funds*
Fidelity Advisor Funds*#
First Investors
Franklin/Templeton*
Gabelli
Goldman, Sachs Funds
Guardian
Hartford Mutual Funds
Henderson Global
IGN/AETNA Funds
IVY Funds*
JPMorgan Funds*
John Hancock
Kensington Funds
Lord Abbot Funds
MFS*
Munder Funds
Nations Funds
North Track
Nuveen
OppenheimerFunds*
Pacific Funds
Phoenix Equity
PIMCO Funds
Pioneer Funds*
Putnam Financial
Quaker
Rydex*
SM&R Funds
STI
Security Funds*
Security Advisor 403(b) & 457
Seligma Financial
Sentinel Financial
SunAmerica Capital
Thornburg Funds
Transamerica/IDEX
Van Eck Securities
Van Kampen
Waddell & Reed*
Wells Fargo Funds
Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses. The prospectus, which contains this and other information about these investment products, can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.
VARIABLE ANNUITIES
AEGON Advisor Resources*
AUSA Life Insurance Co.*
Aetna Life & Annuity*
Ailianz*
Allmerica Investments*
American General
American Skandia/Prudential*
American United Life
Ameritas
Annuity Investors
Canada Life Insurance Co.*
Cigna Heritage/AIM*
CONSECO Variable Life
Diversified Investment Advisors*
Dreyfus/Transamerica*
Fidelity Advisor/Nationwide*
Fortis Investors
GE Life & Annuity Assurance Co.*
Glenbrook Life/AIM
GT Global
Guardian*
ITT Hartford*
Jackson National
Jefferson Pilot
John Hancock
KILICO*
Lincoln Benefit
Lincoln National/American Funds*
Lincoln Pacific
Manulife Financial*
Mass Mutual/Oppenheimer Funds*
MML Distributors LLC*
Nationwide*
New England Annuities*
New York Life*
Pacific Life
Penn Mutual
People’s Benefit Life
Phoenix Home Life*
Principal Mutual*
Protective Life Insurance Co.*
Provident Mutual*
SYMETRA (formerly SAFECO)
Security Benefit Life
Seligman*
Signator Investors
Sun Life of Canada
Sun Life of New York*
Waddell & Reed/Nationwide*
Western Reserve Life
Zurich/Kemper Life
*Funds available in Legend Custodial Account.
Available in one or more SAM and SAM Select portfolios.
# 403(b)(7) available in Legend Custodial only (not available through Fidelity Custodial).
Available for Legend after tax 529 payroll deduction.
Legend Equities Corporation and its affiliates do not provide tax information or advice. Customers should consult their tax advisor before investing.
Section 529 Plans offered are: Not FDIC Insured; May Lose Value; Are not bank guaranteed. Favorable state tax treatment may be limited to investments made in 529 college savings plans offered by the customer’s home state.
Before investing in a 529 Plan, consider its investment objectives, risks, charges and expenses carefully. The official statement, which contains this and other information about the 529 Plan, can be obtained by contacting Legend Equities Corporation. Please read the official statement carefully before you invest or send money.
Securities offered through Legend Equities Corporation, member FINRA/SIPC
Advisory services offered Legend Advisory Corporation, a registered investment adviser Williams & Company is not an affiliate of Legend Equities Corporation
4445 Wilson S.W., Grandville, MI 49418 (616) 257-7221
