New York's 529 Advisor
About the Business
New York's 529 Advisor is a college savings program located at 95 Wells Avenue in Newton, Massachusetts. The program offers a variety of investment options for individuals looking to save for higher education expenses. The Investor Service Center can be reached at 1-800-774-2108, and the Advisor Service Center at 1-855-JPM-6657.
The program is administered by the Comptroller of the State of New York and the New York State Higher Education Services Corporation. Ascensus Broker Dealer Services, LLC serves as the Program Manager, with J.P. Morgan Investment Management Inc. as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the program.
It is important to note that the program does not guarantee investment returns, and investors should carefully consider their options before making any decisions. The program offers both an Advisor-Guided Plan, sold through financial advisory firms, and a Direct Plan, sold directly by the Program with lower fees.
For personalized assistance and information regarding state tax benefits or other state-specific requirements, investors are encouraged to consult with their legal or tax advisors. Additional support for viewing information on the website is available by contacting the Investor Service Center.
Overall, New York's 529 Advisor provides a comprehensive college savings program designed to help individuals achieve their higher education goals.
Location & Phone number
95 Wells Ave, Newton, MA 02459, United States
Reviews
"Great detail and information you can run with!"
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