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More than 18,000 education members trust us to help them meet their financial needs.

Since 1975, we’ve been providing financial advice exclusively to education members and their families. This means we have a unique understanding of everything from how your pay structure works during your working years (pay grid) and in retirement (pension). It’s the kind of insight that puts us in the perfect position to help you take better control of your finances now to achieve your ultimate goals in the future. Plus, we don’t work on commission so you can trust that our recommendations are in your best interest. Learn more about the value of educator-specific advice.

Limited Time Offer: Meet with an advisor by May 31 for your chance to win a $500 teacher appreciation breakfast for your school.1 Plus, open an account by June 30 and get a chance to win $1,000 for yourself.2

3.9X more savings

Investors who work with a financial advisor accumulate 3.9x more savings.*


$500 breakfast

Meet with an advisor by May 31 for a chance to win breakfast for your staff valued at $500!


$1,000 for you

Open an account by June 30 for a chance to win $1,000 for yourself!

Hurry, this offer expires soon! Call 1.800.263.9541 and cite promo code DM04 to book an appointment today, or fill out the form below and we’ll be in touch.

Yes, I'd like to speak to a Financial Advisor!

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