Company Vendors

Company Contact Information
Click the link on the righthand side of the page to go directly to the company's website.

AIM Investments

1-800-959-4246

www.invescoaim.com

Allianz Life

1-800-950-5872

Ameritrade 

1-800-669-3900

www.tdameritrade.com

Atlas Energy Resources, LLC

1-800-251-0171

www.atlasamerica.com

Cornerstone Asset Management Services

1-877-514-9477

www.cornerstoneassetmgmt.com

Fidelity Investment Advisors

1-800-544-6666

www.fidelity.com

Franklin Templeton Investments

1-800-632-2301

www.franklintempleton.com

One America (Golden Rule, State Life) 

1-800-249-6269 for Retirement Plans

1-800-537-6442 for Life Insurance & Annuities

www.oneamerica.com

Goldman Sachs

1-800-526-7384

www.goldmansachsfunds.com

Hartford Life

 

www.thehartford.com

Highmark Funds

1-800-433-6884

www.highmarkfunds.com

Jackson National Life

1-877-565-2968

www.jnli.com

John Hancock Funds

www.jhancock.com

John Hancock Freedom 529

1-866-626-8529

Lincoln Benefit Life

1-800-959-4246

www.accessallstate.com

Midland National Life

1-800-923-3223

www.mnlife.com

Oppenheimer Funds Services

1-800-225-5677

www.oppenheimerfunds.com

Oppenheimer 529 Plans

Scholars Edge 529:  1-866-529-7283

Lonestar 529:  1-800-445-4723

www.scholarsedge529.com

www.lonestar529.com

Sun Life Financial

1-800-752-7216

www.sunlife-usa.com

Wells Reit II

1-800-448-1010

www.wellsref.com

West Coast Life Insurance Company

1-877-778-3500

www.westcoastlife.com

Securities are offered through J.W. Cole Financial, Inc. (JWC), Member FINRA, SIPC.  Investment Advisory Services are offered through Jonathon Roberts Advisory Group (JRAG).  Tax preparation services are not offered through JWC/JRAG. SETFS, LLC is not a CPA firm. Insurance is offered as an independent agent.