Our Partners

First Clearing Corporation  |  Sigma Financial Corporation
 

 
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Address
529 S. Ashley St.
Ann Arbor, MI 48103 |
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Toll Free:
800.203.9117
Local:
734.272.4224
Fax:
734.272.4223

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About First Clearing Corporation

As part of RFC Financial Planners' commitment to provide quality service to our clients, we have formed a strategic business alliance with one of the nation’s leading brokerage clearing institutions – First Clearing, LLC.  First Clearing has a long heritage in the full-service brokerage business and the strength of its parent company, Wachovia, one of the largest bank holding companies in America.

Coverage for cash and securities in protected client accounts is provided from two sources.  The Securities Investor Protection Corporation (SIPC) protects up to $500,000, of which $100,000 may be cash.  First Clearing, LLC has obtained additional protection, at no cost to you, for the total remaining net equity balance of the cash and securities in your account.  This coverage does not protect against losses from any change in the market values of investments.

In addition to providing superior custodial services, First Clearing, LLC furnishes our firm with the state-of-the-art tools that open the doors to major financial markets around the world.  Online communications allow our representatives to provide you with instant access to current securities quotes, financial news, independent research, and up-to-the-minute information on your investments.

Wide Range of Products and Services

  • Asset management accounts with unlimited check writing and debit card/ATM access

  • Traditional brokerage accounts

  • A variety of fee-based brokerage accounts

  • Strategic asset allocation services

  • Special services for retired investors

  • Private credit lines (margin accounts)

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About Sigma Financial

Since 1983, Sigma has been offering one of the largest investment and planning service platforms in the industry.  This platform is made up entirely of "Open Architecture", giving the independent Financial Planners freedom of choice.  Sigma only works with outside investment companies; they have no proprietary investments, resulting in unbiased client solutions. Today, Sigma Financial Corporation stands out as one of the nation’s premier independent broker/dealers.  Sigma Financial Corporation is headquartered in Ann Arbor, Michigan.

Planning Services  
  • Retirement Planning
  • Estate Preservation
  • College Funding
  • Survivor Needs
  • Tax Reduction
  • Accumulation Planning
  • Portfolio Analysis
  • Online Account Access

Your needs and individual goals are unique and so are your investment choices.  As an independent broker/dealer, we give you and your financial planner the freedom to decide what investments are appropriate for you.  At Sigma Financial Corporation you can choose from…

  • Thousands of Mutual Funds
  • Top Variable & Fixed Annuities
  • Leading Life Insurance Products
  • Institutional Account Managers
  • Dozens of Retirement Plans
  • Common and Preferred Stocks
  • Stock Options
  • Corporate, Munis and Government Securities
  • Certificates of Deposit (CDs)
  • Long-term Care and Disability Insurance
  • Traditional Mortgage Products
  • Alternate Investments and REITs
     

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Securities offered through Sigma Financial Corporation, Member FINRA/SIPC

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Website design: Becky Ashcraft