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Products & Services
At ING Financial Advisers, we are able to offer products that will suit your individual financial needs. They will partner with you to help determine your investment goals and help plan for your financial future.
The advantage of working with one of our financial professionals at ING Financial Advisers is that you will have access to a wide selection of some of the best products in the industry.
Our portfolio of products include:
Retirement Planning
ING is one of the nation’s leading providers of defined contribution retirement plans in the Education market, and holds a top 5 position in the Corporate, Healthcare, Not-For-Profit and Government market as well.
ING Financial Advisers also offers personal retirement (such as IRAs, Traditional IRAs, and Rollovers) as well as employee sponsored retirement plans.
Education Planning
529 Plans - college savings plans that offer federal and in some cases state tax-free savings - have become a popular solution to help people invest for college. 529 Plans offer major benefits for college savers. Everyone can participate - parents, grandparents, aunts, uncles and other relatives - and there are no income limitations or age restrictions. ING Financial Advisers has continued to add a variety of 529 Plans to its menu of products.
Financial Planning
ING Financial Advisers offers full financial planning services, designed to provide you with the information and education you need about investments and planning to help meet your goals. Choose from one or two of the following modules: retirement planning, asset accumulation, financial position, asset allocation, estate planning, and education planning.
Investment Advisory Programs
For investors looking for more substantial help in financial planning, ING Financial Advisers offers a wide array of Investment Advisory Programs to help meet your goals, no matter what your financial objective or risk tolerance. Programs such as:
- ING Choice Advisory: a fee-based service that offers you a personalized investment analysis and ongoing advice.
- SAS Select: a non-discretionary managed account program, which provides flexibility, customization and personalized service to you.
- ING Wealth Management: a fully discretionary investment advisory program. To avoid conflicts of interest and to comply with the Investment Advisor Act of 1940, IFA hired a recognized and respected name in the industry; Ibbotson Associates. Ibbotson, as A Registered Investment Advisor will perform the investment analysis, provide fund selection based on their proprietary methodology, and monitor and review those funds.
- Curian Capital: a Registered Investment Advisor which offers a separately managed account program to clients. This program provides a client with a fully diversified portfolio made up of general and fixed income securities. This program is managed by portfolio managers hired by Curian Capital. The asset allocation received for the client will be managed by the portfolio managers and the portfolio managers have full discretion over the account.
Brokerage Accounts
ING Financial Advisers can provide you with a comprehensive, consolidated asset package (such as stocks, bonds, mutual funds) in to one account. In conjunction with our clearing firm, we offer superior brokerage execution and clearance services.
Banking
Whether you’re looking to save for a special event, build a nest egg, or just set aside some cash for emergencies Through our relationship with ING DIRECT (ING Bank, fsb), an FDIC-insured federal savings bank, we can offer the following savings products:
- The Orange Savings Account - Transfer funds 24 hours a day, seven days a week by phone or online. You'll get great interest with no fees and no minimums.
- The Orange Living Trust Savings Account – Formal Revocable Trust with no annual fees and no minimum deposits.
- The Orange CD - One-, two-, three-, four-, and five-year CDs and six-, nine-, and 18-month CDs with no minimum deposit required and no fees.
Mutual Funds
ING Financial Advisers offers a full range of mutual fund options ranging from conservative choices to much more aggressive options. In addition to a full menu of ING Funds, we have selling agreements with hundreds of the nation's leading fund families.
Insurance and Annuity Products
ING Insurance Services, Inc., the insurance agency of ING Financial Advisers, offers products from the ING family of companies as well as from a wide variety of other highly rated carriers.
Life insurance: whole life, universal life, variable universal life, term life
- Fixed and variable annuities
- Long-term care insurance from other carriers
- Disability income insurance from other carriers
- Individual medical insurance
You should consider the investment objectives, risks, and charges and expenses of the variable product and its underlying fund options; or mutual funds carefully before investing. The contract/fund prospectuses contain this and other information, which can be obtained by contacting your local representative. Please read the information carefully before investing.
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