As a Financial Advisor, you understand the challenges of growing your business while strengthening client relationships. Specialists at Verity are ready to assist you – from Employer Plans, to Institutional Investment Management, to Workplace Savings account management for individual investors. Learn more about the technology, operational and marketing support available now.
Sean J. McGill
Vice President, Advisor Services
Savings accounts at work – 401(k), 403(b), 401(a) & 457 plans – frequently represent a significant percentage of an individual’s total retirement portfolio. As an advisor, our RAS platforms allows you to deliver actively managed account services for your clients across a growing number of plan providers.