Maricopa County Community College

Authorized Investment Providers of 403(b)/403(b)(7) Accounts
 
Authorized Investment Providers for 403(b) Accounts

Companies

Representative offices and Phone Numbers
American Express Financial Advisors, Inc. (Ameriprise Financial)

 

Mesa Office
480-833-1809

Phoenix Office
602-956-0538
 
American Funds Edward Jones
480-502-0091
623-544-3276
480-461-9877

Cambridge Investment Research

Camelback Retirement Planners
602-424-7505

First Allied Securities Inc.

Ivy League Financial Services Inc.
602-300-3505

Linsco/Private Ledger
480-557-9727

PMG Securities
480-917-8580

Sage Point Financial Inc.

Securian Financial Services, Inc.

Veritrust Financial, LLC
602-234-3220

 
Fidelity Investments

 

Fidelity's Sales Office
800-343-
0860
ING Life Insurance & Annuity Company Tax Benefit Plans of America21
480-967-7841

Carr Financial Services
480-966-2277

R&R Financial Services
480-456-1001

 

Life Insurance Company of the Southwest The Foundation Group
602-234-3220

Lugowski & Associates
800-821-0333

Steve Cohen Financial 
800-827-7676

Tax & Money Strategies Inc.  
480-657-2020

 

Lincoln Financial Group Lincoln's Phoenix Office
602-258-3500

CitiStreet Companies
480-607-6900

 

Mass Mutual Life Insurance Company 480-538-2938
 
MetLife Insurance & Annuity Company of Connecticut MetLife Resources (CitiStreet)
Education Division

800-758-3231

MetLife Financial Services
@ Rio Salado Parkway Office
480-638-2100

 

PFS Investments (Primerica) Primerica-Phoenix
602-439-1612

Primerica-Phoenix
602-248-9040

Primerica-Phoenix
602-870-5055

 

Reliastar Life Insurance Co. (ING Retirement) Tax Benefit Plans of America21
480-967-7841

Carr Financial Services
480-966-2277

R&R Financial Services
480-456-1001

 

Security Benefit Group Seacat Financial
480-820-7000

Professional Planning Assoc.
602-266-1989

Linsco/Private Ledger
480-557-9727

Cambridge Investment
Research
480-967-8497

 

TIAA-CREF TIAA-CREF's Sales Office
800-842-2888

 

VALIC VALIC's Phoenix Office
602-674-2614

1-800-448-2542


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Click here for a printable version of the authorized investment provider list

All authorized investment providers listed have entered into information sharing agreements with the plan sponsor.  

 

Board Policy and College administrative requirements allow companies which meet certain standards and maintain a minimum number of employee accounts to provide 403(b) TSA accounts to employees. The companies listed above are currently authorized under administrative guidelines to establish 403(b)/403(b)(7) accounts for the employees of the Maricopa County Community College.

This list does not reflect any opinion as to the financial strength or quality of product or service for any company. Employees should contact a local representative to obtain specific information on plans available.



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