Investment Advisors


Billings and Company helps you close the deal with a retirement plan prospect by providing facts and ideas for you to use.

Plan Design

Through good plan design, you can help the employer save money by finding the best way to allocate company contributions to employees.

Investment Platform

Billings and Company’s qualified representatives can create an “open architecture” investment platform that will deliver the best in communication and service to the mutual client.

Click here to see just a few of the platforms we can work with.

Advisor Concierge Service

To contact one of our Opportunities Creators for a short meeting to review any of your existing retirement plans or discuss any prospects, Click here.

This will take you the Microsoft Bookings Webpage.