South Lake 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
    • Concourse Financial Group Securities (formerly Proequities)
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Fidelity Investments - Plan Number: 60307
      (800) 343-0860
    • GLP & Associates
      (877) 457-9467
    • MEA Financial Services (Paradigm)
      (800) 292-1950
    • The Legend Group
      (888) 883-6710
    • Vanguard Investments - Plan Number: 436645
      (800) 569-4903

  • 457(b)

    • Concourse Financial Group Securities (formerly Proequities)
    • Fidelity Investments - Plan Number: 56370
      (800) 343-0860
    • GLP & Associates
      (877) 457-9467
    • MEA Financial Services (Paradigm)
      (800) 292-1950
    • The Legend Group
      (888) 883-6710