Does anyone know of any marketing firms that sell such a list? I can get a CPA or accounting firm list but have not found one for investment people.

tx
rs

Try Judy Diamond & Associates. One of their links is:

www.freeerisa.com

Hello,

I can help you out. I currently work for New York Life and I can handle all aspects you would be looking for. I have previously been a Benefits Administrator for a Taft Hartley fund in Chicago and very knowledgeable in this field. Let me know if I can help. Stwalski@ft.newyorklife.com

Please think of us for independent 3(21)a fiduciary participant advice. We're an online Certified Financial Planner experience that services the calls and emails for you on your orphaned accounts for one low flat fee. We also give participants their own goals-based financial planning site in addition to their investment/retirement advice site and have access to CFPs. We are honestly not aware of anyone else doing something this robust for such a low fee.

www.rj20.com

Sean Ruehl, President