Broker Check

Around Town

Strategic Alliances

Representatives not affiliated with Personal Financial Strategies.Cambridge Investment Research is not affiliated with Parsons Financial Associates. Parsons Financial Associates is a firm offering marketing services and insurance products.

Below are links to local contacts that you are able to work with:


Third party providers listed above are not affiliated with or endorsed by Parsons Financial Associates, Inc. or Cambridge Investment Research. Clients are not obligated to choose any service provider referenced.

Strategic Alliances on the Seacoast

Third party providers listed above are not affiliated with or endorsed by Parsons Financial Associates, Inc. or Cambridge Investment Research. Clients are not obligated to choose any service provider referenced.

Below is a list of websites that may be beneficial to you:

Investment & Insurance Resources

Use the following links for fund performance information, updated news, and to access your client account through the individual company's online portal. 

  • AIG - Your link to the AIG website and access to your account.
  • Alliance Bernstein Investments - Your link to the Alliance Bernsteinn Investments website for fund performance information, link to your Alliance Bernstein account and updated news.
  • Allianz Life Insurance Company of North America - Your link to the Allianz Life website for fund performance information and access to your account.
  • American Funds - Your link to the American Funds website for fund performance information, link to your American Funds account and updated news. 
  • AssetMark - Your link to the AssetMark website for fund performance information and access to your eWealthManager account.
  • AXA Equitable Life Insurance Company - Your link to the AXA website and access to your account.
  • Brinker Capital- Your link to the Brinker Capital website and access to your account.
  • Franklin Templeton - Your link to the Franklin Templeton website and access to your account. 
  • Jackson National Life Insurance - Your link to the Jackson National Life Insurance Company website.
  • John Hancock- Your link to the John Hancock website and access to your account.
  • Lincoln Financial Group - Your link to the Lincoln Financial Group website and access to your account. 
  • Cambridge Investment Research
  • MetLife - You link to the MetLife website and access to your account. 
  • MFS Funds - Your link to the MFS Investments website for fund performance information, link to your MFS account and updated news. 
  • Nationwide - Your link to the Nationwide website for fund performance information, link to your Nationwide account and updated news.
  • One America - Your link to the One America website and access to your account. 
  • Oppenheimer Funds - Your link to the Oppenheimer Funds website for fund performance information, link to your Oppenheimer Account and updated news.
  • Pacific Life Insurance - Your link to the Pacific Life Insurance Compay webpage.
  • Putnam Investments - Your link to the Putnam Investments website and access to your account. 
  • Prudential Financial - Your link to the Prudential Financial website and access to your account.  
  • Reliance Standard - Your link to the Reliance Standard website and access to your account. 
  • Security Benefit Group - Your link to the Security Benefit website and access to your account. 
  • Transamerica - Your link to the Transamerica website and access to your account. 
  • Valic - Your link to the AIG Retirement Services (formerly, Valic) website and access to your account. 
  • Vanguard - Your link to the Vanguard individual investor website and access to your account. 
  • Voya Investment Management - Your link to the Voya Investment Management individual investors website and access to your account. 

Additional Resources