Investments


 Legend Advisory Corporation VIDEO


 


 We believe that education is the first step in understanding how to set financial goals. 

Set your goals and we help you map out the plan to achieve them using our proprietary software MoneyMapTM

The MoneyMapTM acts as your "Roadmap" which helps you track your progress on the journey to financial freedom.

 

 PRODUCTS

We enable our clients to make informed decisions. 

  • Mutual Funds
    • AIG Sun America
    • Alger & Co
    • Allegiant Funds
    • Alliance Bernstein
    • American Century Investments
    • American Funds
    • BlackRock Distributors, Inc.
    • Calamos Investments
    • Calvert Group
    • Columbia Management Funds
    • Davis Selected Advisers
    • Dreyfus
    • Dunham Funds
    • Eaton Vance Mutual Funds
    • Evergreen
    • Federated Securities
    • Fidelity Advisors
    • Franklin Templeton
    • Hartford Mutual Funds
    • ING Funds
    • Invesco (Aim and VanKampen)
    • Ivy Funds
    • Jackson Funds
    • John Hancock
    • JPMorgan
    • Kelmoore
    • Lord Abbett
    • MFS
    • MTB Group of Funds
    • Munder Funds
    • NATIXIS
    • Nuveen
    • OLD MUTUAL Investment Partners
    • Oppenheimer Fund Distributors
    • Pacific Funds
    • Phoenix Investments
    • Pimco Funds & Allianz Funds
    • Pioneer
    • Principal Financial Service (Formerly WM Group of Funds)
    • Putnam Investments
    • Seligman Advisors (RiverSource)
    • Timothy Plan
    • Transamerica Funds
    • Wells Fargo

 

  • Variable Annuities
    • AIG American General
    • AIG Sun America Life
    • Allianz
    • American Skandia
    • Ameritas Variable Life
    • Annuity Investors Life
    • AXA Equitable Life
    • Great American Life
    • Hartford
    • ING American General
    • ING USA
    • Integrity Life Insurance Company
    • Jackson National Life
    • John Hancock
    • Lincoln Life and Annuity
    • Mass Mutual
    • MetLife
    • Midland National Life
    • Pacific Life
    • Pioneer Annuistar Variable Annuities
    • Sun Life Financial
    • TransAmerica Life
    • Western Reserve Life

 

  • Qualified Tuition Programs (529 Plans)
    • Alliance Bernstein CollegeBoundFund (Rhode Island)
    • Allianz CollegeAccess 529 Plan (South Dakota)
    • American Century - Learning Quest Advisor 529 (Kansas)
    • American Funds CollegeAmerica 529 Savings Plan (Virginia)
    • College Savings Bank - CollegeSure (Arizona)
    • College Savings Bank - CollegeSure (Montana)
    • CollegeChoice 529 (Indiana)
    • CollegeCounts 529 Fund Union Bank (Alabama)
    • Columbia Management 529 (Nevada)
    • DC College Savings Plan - Calvert
    • Evergreen CollegeSense 529 Savings Plan (New Mexico)
    • Fidelity Advisor 529 (California)
    • Fidelity Advisor 529 Plan (New Hampshire)
    • Hartford Director SMART 529 (West Virginia)
    • John Hancock Freedom 529 Plan (Alaska)
    • Legg Mason Bright Start College Savings Program (Illinois)
    • Legg Mason Scholars Choice College Savings Program (Colorado)
    • LoneStar Oppenheimer
    • LoneStar Oppenheimer (Texas)
    • NelNet Capital Educational Savings Plan Trust (Nebraska)
    • New York 529 Plan (Columbia Management)
    • Northern Trust "Bright Directions College Savings Program" Illinois
    • Oppenheimer Funds Scholar's Edge 529 (Oregon)
    • Putman College Advantage Savings Plan (Ohio)
    • ScholarShare Advisor Plan (California)
    • South Carolina 529 Plan (Columbia Management)
    • UPromise Iowa Advisor 529 Plan (Iowa)
    • UPromise The MOST Advisor Plan (Missouri)
    • Wells Fargo - EdVest College Savings Plan (Wisconsin)

 

  • Retirement Plans
    • Hartford Securities Distribution Company
    • ING Retirement
    • Nationwide
    • One American (American United Life)
    • Wachovia Retirement Services

 

  • Individual Retirement Plans
    • Roth IRAs
    • 401K Roll-overs
    • Traditional IRA

 

 

    Call: (336) 472-5212 or 800-507-3009 

    Email to set up an appointment or to receive more information

    CAPITALChoice is independent, so that the company can select those products and services that are competitive. The company constantly strives to do what is right for you and your family.