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iPhone / Android

Do you have an iPhone / Android? – at Transamerica Financial Advisors, Inc. we give you the tools to take an independent approach in reaching your financial goals.

Transamerica Alpha provides customized investing tailored to your goals and can help you determine if you are on track to meet them.

  • Know your number. You can monitor your financial accounts – from checking and savings to IRAs and other investment accounts – all in one place to get a clear view of your net worth. You can also see how much your outside accounts cost you in fees.
  • Work toward your goals. Manage investments by setting a goal and strategy that can include investing in customized, diversified portfolios of stock and bond exchange-traded funds (ETFs).
  • Select from several account types. Several types of accounts are available, including individual and trust accounts as well as Roth, Traditional and Rollover IRA accounts.
  • Get organized. Use Transamerica Alpha to see all your accounts in one place and monitor if you’re staying on track. You can open accounts, make deposits and withdrawals right from your smartphone.
  • Have one monthly fee. There are no charges for trades or transactions with Transamerica ALPHA. Instead, you pay an investment advisory fee based on your account balance.
  • Benefit from proven investment strategies. Build a portfolio based on strategies that aim to pair your asset allocation with your risk profile.

DON’T DELAY – GET STARTED TODAY! You can open an account with as little as $10. Click Here to get started. If you have any questions or need more information, please call Chase Jenson at 720-660- 6445.