Montrose Community Schools

• Authorized Investment Providers

  For specific investment provider information, please click on the investment provider name of your choice to visit the company's website.

  • 403(b)

    • Ameriprise Financial
      (800) 862-7919
    • ASPire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • GLP & Associates
      (877) 457-9467
    • Horace Mann Insurance Company
      (800) 999-1030
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • MEA Financial Services (Paradigm)
      (800) 292-1950
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • The Legend Group
      (888) 883-6710

  • 457(b)

    • ASPire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • GLP & Associates
      (877) 457-9467
    • Horace Mann Insurance Company
      (800) 999-1030
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • MEA Financial Services (Paradigm)
      (800) 292-1950
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • The Legend Group
      (888) 883-6710

  • Roth 403(b)

    • ASPire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • GLP & Associates
      (877) 457-9467
    • Horace Mann Insurance Company
      (800) 999-1030
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • MEA Financial Services (Paradigm)
      (800) 292-1950
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • The Legend Group
      (888) 883-6710

  • Roth 457(b)

    • ASPire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • GLP & Associates
      (877) 457-9467
    • Horace Mann Insurance Company
      (800) 999-1030
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • The Legend Group
      (888) 883-6710