OUR TRADITIONAL FINANCIAL SERVICES CLIENTS

We’ve helped a significant portion of the financial services community achieve success via our branding strategies, marketing content, materials, presentations, advertising, websites and sales tools.

Variable Annuities/Insurance
  • Allmerica Financial
  • AXA Equitable
  • Golden Select
  • Guardian
  • Lincoln Financial Group
  • MetLife
  • Sun Life Financial
  • Symetra
  • Voya

 

Qualified Retirement Plans
  • Mutual of New York
  • State Street

 

Pension Consultants
  • Segal Rogerscasey

 

Wealth Management
  • Bessemer Trust
  • State Street Research
  • Westwood Trust

 

Financial Planning
  • Oppenheimer Capital
  • Voya

 

RIA
  • NS Capital

 

Private Placements
  • Bergvall Hudner
  • Cornerstone Capital
Syndicated Investments
  • CIGNA
  • John Hancock
  • Merrill Lynch
  • Morgan Stanley
  • New York Life
  • Phoenix Realty Group
  • Polaris
  • Prudential Financial
  • Related Companies

 

Banking
  • Citibank
  • Harris Bank
  • IBJ Schroder
  • PNC

 

Wrap Fee
  • Consulting Group
  • Morgan Stanley

 

Employee Benefits
  • Actuarial Science Associates
  • AT&T
  • The Travelers Companies

 

Financial Media & Data
  • Reuters
  • Validea

 

Exchange Specialists
  • Walter N. Frank & Co.
Managed Accounts/Mutual Funds
  • Colonial
  • Delaware Investments
  • Dreyfus
  • Enterprise
  • Fidelity
  • Freedom Funds
  • John Hancock
  • MainStay
  • Nations Funds
  • Oppenheimer Capital
  • Phoenix Investment Partners
  • Pioneer
  • Pioneer Rodzina Funduszy
  • Prudential Financial
  • Rydex|SGI
  • Stein Roe
  • USF&G
  • Zweig

 

Brokerage
  • Auerbach Grayson
  • AXES
  • BlackBird
  • Instinet

 

Broker/Dealer
  • Lincoln Financial Advisors

 

Investment Platforms
  • LifeYield
  • SkillWeighted Portfolio

IQ Financial Marketing Corp

New York, NY

212.671.1205

info@iqfinancialmarketing.com