Collegeamerica 529 Advisor Phone Number

Among the lowest fees for advisor sold 529 college savings plans. Ira sep simple ira and other small business retirement solutions. Collegeamerica is the nation s largest 529 college savings plan offering built in simplicity comprehensive support materials and quality investment options from the american funds.

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Virginia s collegeamerica is an advisor sold 529 plan that makes available a line up target date fund portfolios multi fund portfolios individual fund portfolios from american funds through class 529 a 529 c 529 e and 529 f 1 shares.

Collegeamerica 529 advisor phone number. Select option 3 for customer service. Before investing in any state s 529 plan investors should consult a tax advisor. 3 529 college savings quarterly fee analysis iss market intelligence 4q 2019. Collegeamerica and ableamerica are sponsored by virginia529.

Read and consider it carefully before investing. Collegeamerica is virginia529 s partnership with capital group home of american funds one of the oldest and largest mutual fund companies in the country. General marketing materials literature prospectuses reports advisor online resources planning tools events client conversations fund information. American funds has been helping investors pursue their financial goals since 1931.

To find a financial advisor in your area use the directory of financial professionals. Virginia s collegeamerica is an advisor sold 529 plan that makes available a line up target date fund portfolios multi fund portfolios individual fund portfolios from american funds through class 529 a 529 c 529 e and 529 f 1 shares. This content developed by capital group home of american funds should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. We offer mutual funds target date funds 401 k s iras 529s and smas.

For more information about the collegechoice advisor 529 savings plan collegechoice advisor contact your financial advisor call 1 866 485 9413 click here to obtain a disclosure statement which includes investment objectives risks charges expenses and other important information. Consistently recognized by morningstar as a highly rated advisor sold 529 plan. Unlike other 529 plans collegeamerica offers the unique opportunity to choose from a variety of american funds while working with your financial adviser to build a college savings. Collegeamerica s fees were in the top quartile of 30 and 18 plans based on the average annual asset based fees for national advisor sold and fee based advisor sold 529 plans respectively.

By phone or fax. Advisor marketing 800 421 9900 option 2. To find a financial advisor in your area use the directory of financial professionals.