Broker Check

Company Name - City, State

Call Us: (800) 464-9458


Our Services

The financial management process at Educators Retirement Services begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.

Some of the services we offer:

  1. STRS Option Projection
  2. Tax-Sheltered Mutual Funds 403b-7*
  3. Over 45 Mutual Funds families and over 50 Insurance Companies*
  4. College Funding
  5. Tax Management**
  6. Investment Planning
  7. Retirement Planning
  8. Estate Conservation
  9. Risk Management**
  10. Charitable Giving