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Marketing Matters has worked with a broad base of financial services firms in four primary industry segments.
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Investment Advisory Firms |
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AG Financial Solutions
Springfield, MO |
West Capital Management
Philadelphia, PA |
Linsco Private Ledger
Boston, MA |
Ronald Blue & Co.
Atlanta, GA |
Asset Management Group
Northbrook, IL
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Berents & Hess Capital Management
Boston, MA |
BKD Wealth Advisors
Springfield, MO
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Investment Management
and Mutual Fund Companies |
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AARP Financial
Tewksbury, MA |
Fidelity Investments
Boston, MA |
Citizens Funds
Portsmouth, NH |
Barclays Global Investors
San Francisco, CA |
Credit Suisse
New York, NY |
Federated Services Company
Pittsburg, PA |
Ivy MacKenzie Funds
Boca Raton, FL |
State Street Global Advisors
Boston, MA |
Lehman Brothers Asset Management
Boston, MA |
TD Waterhouse
New York, NY |
CypressTree Investment Management
Boston, MA |
John Hancock Funds
Boston, MA |
Dreyfus
New York, NY
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Banks/Trust and Insurance
Companies
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State Street Corp
Boston, MA |
John Hancock
Boston, MA |
Fidelity Life Insurance Company
Boston, MA |
Bank of New York
New York, NY |
BankAmerica
(Barnett Bank, Inc.)
Jacksonville, FL |
Peoples Heritage Bank
Portland, ME |
Deutsche Bank
New York, NY
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National Advisors Trust Co.
Overland Park, KS
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Retirement Plan
Providers/Consultants |
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Fidelity Investments
Boston, MA |
TIAA-CREF
New York, NY |
Deutsche/Scudder
Boston, MA |
State Street Research & Management
(BlackRock) Boston, MA
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Metropolitan Life
New York, NY |
ING
Hartford, CT |
Hewitt
Chicago, IL
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Prudential/Cigna
Hartford, CT |
DC Advisors
Minneapolis, MN
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American Express
Minneapolis, MN |
New York Life Retirement Plan Services
Westwood, MA
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ADP
Salem, NH |
Manulife
Boston, MA |
AIG/VALIC
Houston, TX |
Alliance Benefit Group
Kansas City, MO
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Mutual of Omaha
Omaha, NB
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First Niagara Benefits Consulting
Rochester, NY |
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