UsefulLinks

At Egan, Berger & Weiner, LLC, we believe it is in our clients’ best interest to be well informed about financial planning. With that in mind, we’ve provided you with links to these respected industry websites. Each has valuable tools and insight to familiarize you with the financial planning process.

Certified Financial Planner Board of Standards

Dedicated to helping people benefit from competent, professional and ethical financial planning. The CFP Board offers valuable insight on the financial planning process.

Financial Planning Association

The Financial Planning Association offers useful tools and services to educate the public on financial planning.

National Association of Insurance and Financial Advisors

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills and promote the ethical conduct of its members.

Financial Industry Regulatory Authority

The Financial Industry Regulatory Authority (FINRA) is the largest non-governmental regulator for all securities firms doing business in the United States.

Securities Investor Protection Corporation

The Securities Investors Protection Corporation (SIPC) insures investment accounts in the event of a failure. In the case with SIPC, accounts are insured up to $500,000 per account. This includes $100,000 in cash. When a brokerage is closed due to a bankruptcy or other reason and investor’s securities are missing, the SIPC steps in to return these assets. To find out more, go to www.sipc.org

Federal Deposit Insurance Corporation

The Federal Deposit Insurance Corporation (FDIC) preserves and promotes public confidence in the U.S. financial system by insuring deposits in banks and thrift institutions for up to $250,000 (through December 31, 2013); by identifying, monitoring and addressing risks to the deposit insurance funds; and by limiting the effect on the economy and the financial system when a bank or thrift institution fails.  To find out more, go to "Who is the FDIC?"

Securities and Exchange Commission

The U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. To find out more, go to www.sec.gov

PLEASE NOTE: The information being provided is strictly as a courtesy. When you click on a link to any of the Web sites provided here, you are leaving our site. We make no representation as to the completeness or accuracy of information provided at these Web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, Web sites, information, and programs made available through our site. When you access one of these Web sites, you are leaving our Web site and assume total responsibility and risk for your use of the Web sites you are linking to.