Who We Are
Parsonex is a network of affiliates that offer families retirement planning, insurance, and investments.
Our goal is to make a complex subject simple!
Through our network of advisors our goal is to develop lifetime client relationships that help you confidently get to retirement, and perhaps more importantly, through retirement.
Parsonex Securities, Inc. is an independent broker/dealer that specializes in retirement planning and offers a wide variety of products and services including mutual funds, variable annuities and 529 plans.
Parsonex Insurance Agency, Inc. is an independent insurance agency that offers term life insurance and long-term care through a variety of carriers and partnerships.
Parsonex Financial Services, Inc. is a newly launched franchise company that offers qualified candidates an opportunity to own and operate a retirement planning franchise.
Client Solutions
We are committed to providing you:
Through our affiliates we offer a variety of services, including:
- Retirement Planning
- College Planning
- Mutual Funds
- Variable Annuities
- 529 Plans
- Term Life Insurance
- Long Term Care
- Living Trusts
We believe quality, customized advice offered by our financial advisors can make the difference in a family’s long term retirement and financial success.
Advisor Solutions
Parsonex Securities, Inc. is an independent broker/dealer that offers advisors the freedom to build their own business, the support necessary to succeed, and a culture and system that puts the client first.
We believe that financial advisors can help clients with the most important aspect to investing...their behavior.
We believe the critical choices clients make during the execution of a long-term financial strategy are most influenced by the quality of advice they receive.
If you are considering a rewarding and challenging career in the field of financial services, Parsonex has a variety of representative opportunities available. Visit our Careers page to see more information on:
- Becoming a Financial Advisor
- Transferring from another broker/dealer
- Franchise Opportunities