CollegeChoice Advisor is a 529 savings plan based in Kansas City, MO, offering a range of investment options for individuals and financial professionals. With a commitment to providing excellent service, they aim to help individuals save for college expenses and navigate the complexities of estate planning, tax benefits, and ownership flexibility.
Managed by Ascensus Broker Dealer Services, LLC, CollegeChoice Advisor offers a variety of portfolios, including individual and savings portfolios, with performance tracking and management tools. They also provide resources such as forms, FAQs, and customer support to assist clients in opening and managing their accounts. As an authorized program administered by the Indiana Education Savings Authority, CollegeChoice Advisor prioritizes the financial goals and specific circumstances of each investor.
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