Our affiliate, Vision Financial Markets, has selling agreements with the following fund companies for their 529 College Savings Plans. These investments are held directly with the mutual fund companies. Most of the plans are available to residents of all states, but some plans' tax benefits only apply to residents of that state. Investors should consult with their tax advisor regarding which plan is best suited to their needs and objectives.
You can also take advantage of the following 529 plans through Vision Brokerage Services.
To learn more about opening a 529 College Savings Plan, please contact us to obtain a prospectus which includes investment objectives, risks, charges, expenses and other information; read and consider it carefully before investing. Most of the plans are available to residents of all states, but some plans' tax benefits only apply to residents of that state. Investors should consult with their tax advisor regarding which plan is best suited to their needs and objectives.
Please read our Legal Disclosures and Disclaimers, Privacy Policy, Security Statement, Trade Execution Quality
Statement,
Important Information on Opening a New Account, Characteristics and Risks of Standardized Options (with 1997 through
May 2010 supplement), January 2011 and March 2011 Supplement to Characteristics and Risks of Standardized Options.
Vision is a diversified group of affiliated companies that offer commodities
brokerage and clearing services, securities brokerage,
asset management, Commodity Trading Advisor selection and private investment
funds.
Vision Brokerage Services, LLC is a registered broker/dealer
and member FINRA and SIPC.
© 2012. Vision Brokerage Services, LLC
All rights reserved. Products and services in these Web pages are not offered to
residents of certain countries where the Vision entity
may not be licensed or authorized to conduct business. Information on this site
is provided on an “as is” basis and is not intended
for trading purposes or as investment advice.
