529 College Savings Plans Service

A 529 Higher Education Savings plan provides a flexible, federally tax-efficient way to save for higher education. Being state sponsored savings vehicles, many states offer their own residents and taxpayers exclusive benefits and advantages as well. You can use the money to pay for education costs at any eligible College, University, Technical or Graduate School in the U.S., as well as some foreign instututions. A 529 College Savings Plan, with investments managed by some of the most well-known and respected names in the financial services industry, offers an easy, affordable way to design and stick with a plan to save for higher education.

To learn more about opening an account, account minimums, fees, expenses and important financial aid information just call for an appointment and we will furnish you with an official offering statement and anything else you may need to make an informed decision and open an account.

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