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Fraud Alert: Please be aware that fraudsters are spoofing our phone number and attempting to gain online banking credentials through fraudulent phone calls. We will NEVER contact you for your credentials. DO NOT give this information out for any reason.

How can we help?

Tell us about your needs in the form below!

Meet the Team
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Interested in meeting our Investment Services Team?

Fill out the form below to have one of our team members reach out to you!

Investment Services Interest Form

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Interested in Investment Services?

Have you been thinking about planning for your future but don’t know where to start? Then fill out the form above to have someone from our Investment Services Team contact you! Educators Investment Services ® provides access to the following products and services:

Insurance Solutions

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Assisting with your future care planning

Our Financial Advisors are ready to assist you with any questions you may have regarding future care planning. They can help you with insurance solutions such as:

  • Life Insurance
  • Long Term Care
  • Annuities

Investment Services

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Assisting with portfolio management

Do you have interests in the following topics?

  • IRAs
  • Mutual Funds
  • Managing Accounts
  • Annuities
  • Stocks & Bonds

Whether you’re just starting your investments journey or have a well established portfolio that could use a review, our Financial Advisors have you covered! They’re ready to help you navigate any stage of your financial planning.

Preparing for the future

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Assisting with your Long-Term Planning

Long-term financial planning can feel overwhelming, but with the guidance from our Financial Advisors, you’ll move through the process with confidence. They can help break things down into simple steps for:

  • Saving for Retirement
  • Living in Retirement
  • Saving for College