Organized To Serve You
The services provided to you for the administration of your retirement and individual investments are provided by separate companies. It is important to understand both the services and the separate entities that provide the services. These entities each operate on their own behalf and are individually responsible for their services, activities and results. These companies will be referred to as “Envoy” collectively, with the understanding that the contextual service is referring to the corresponding company. Below is a description of the entities providing services to you:
| Company | Service |
|---|---|
| Envoy TPA and Recordkeeping, Inc. | Third Party Administration |
| Envoy TPA and Recordkeeping, Inc. | Recordkeeping Services |
| Envoy Advisory, Inc. | Registered Investment Advisor |
| Envoy Securities, LLC | Broker/Dealer Member FINRA/SIPC |
| Envoy Financial, Inc. | Education, Sales and Marketing |
Contact information for each company:
8415 Explorer Drive, Suite 115
Colorado Springs, Colorado 80920
(888) 879-1376