Raymond James Financial
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Fisher Investments does not sell annuities. We never have, and never will. Why? Our founder, Ken Fisher, is fond of saying, "I hate annuities," because he believes anything you can do with an annuity can be done better with other investment vehicles. We have worked with countless clients who purchased annuities that did not meet their needs.
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Jan 11, 2024 · Fisher Investments does not sell annuities. Fisher Investments stands out for its portfolio management. The advisors build customized portfolios tailored to meet your investment goals...
Fisher Investments does not sell annuities. Why? We believe almost anything you can do with an annuity can be done better with other investment vehicles. We have worked with countless investors who were sold annuities that did not meet their needs.
Fisher Investments believes investors should ask the following questions before purchasing a fixed annuity: How does the annuity affect your ability to access your retirement funds? A fixed annuity has two phases: growth (accumulation) and pay out (annuitization).
Jul 26, 2023 · Fisher Investments doesn’t sell or recommend annuities because the firm believes these financial products often clash with clients’ best interests.
Aug 20, 2020 · Fisher Investments has been serving investors who are interested in annuities for their retirement plan since 1979. Fisher investments doesn’t just cater to annuities however. The company manages over $100 billion in assets in a variety of investing categories.
Feb 25, 2023 · So, Ken Fisher says you don’t need annuities and clearly you don’t need him either. Take it for what it’s worth but his marketing attempts only tell a part of the story. It’s not annuities or investments, it’s annuities and investments that combine to make a viable retirement plan.
