Financial Planning Services for SBC 
and related companies

 

Plaza Financial Advisors, Inc. has been hired to provide financial planning services for SBC, Ameritech and SNET employees affected by merger related activity. If you reached this page by mistake, please click here or hit the back button.

 

Early retirement or separation from service can be financially worrisome. You are facing many difficult financial decisions that can affect your present and future financial position. The stakes are high and the options can be confusing. Even worse, mistakes can be quite costly.

 

Our team of experienced, professional advisors is ready to help you. We will provide you with a customized financial plan to help you make more informed decisions tailored to meet your specific financial goals.

 

Also, as a Registered Investment Advisor, we are qualified to help you with:

 

• IRA Rollovers
• Savings Plan and Pension Distributions
• Stock options
• Non-qualified Deferred Compensation Plan distributions
• And other financial planning items.

 

 

Getting started is easy. To fill out Online Forms click here, or download the Investor Profile Questionnaire (in Adobe Acrobat™ format) and then fax it back to us, we’ll do the rest.

 

Getting started is easy.
To complete and return the questionnaire, click here
CONFIDENTIAL SBC EMPLOYEE QUESTIONNAIRE.

Upon receipt of your completed questionnaire, we will appoint a personal financial advisor to help you.

 

Questions? Send us an Email at SBC@Plazaadvisors.com or call us toll-free at 1-800-817-4806.

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