Reserve Financial Agency Corporation is an independent financial services organization that specializes in assisting school employees as well as employees of not-for-profit organizations with their financial futures. While others may call this retirement planning, we refer to it as creating your personalized Future Plan™ because your future consists of much more than just your retirement. At Reserve Financial, we go beyond the basics and help you design the future you want to have and then help you find the best way to accomplish your goals. Things like college education as well as estate and retirement planning strategies are all important aspects of your future. Our comprehensive approach helps you ensure that you are taking advantage of all the opportunities available to you to help you make your Future Plan™ a reality.

While there are many organizations from which you can choose to help you with preparing for your financial future, Reserve Financial stands above the rest. Here’s why:

Independent: Reserve Financial is an independent agency so you are afforded access to a full range of investment choices. As independent agents, we’re not tied to any one particular investment family. So our most important affiliation remains with you, our client.

Specialized: Reserve Financial specializes in working with school employees and employees of not-for-profit organizations and we have been doing so for over 18 years. While we continue to expand our organization and improve our offerings, school and not-for-profit employees remain our primary focus.

Customized: Reserve Financial works with you to create a unique and customized Future Plan™ designed around your specific needs and goals. And we offer scores of options from which you can choose to implement your plan.

Responsiveness: At Reserve Financial we understand how important your financial future is to you. Our goal is to respond to your inquiries and questions within one business day.

Flexibility: As your Future Plan™ evolves and changes (i.e. your needs grow or the financial markets change), you may wish to adjust your accounts accordingly. Reserve Financial will be there every step of the way, helping you adjust your investment as you decide.

Portability: Your investments in your financial future can travel with you throughout your career, continuing to build for your future. Because Reserve Financial works with hundreds of school systems and not-for-profit organizations in multiple states already, as you move we can help you keep your Future Plan™ working for you.

Experience: Reserve Financial has experience in helping clients in the school and not-for-profit arena for 23 years. We currently service over 14,000 clients whose combined account values total well over $100 million dollars. (As of Jan. 2008)

Reliability: We only offer products provided by solid, reputable companies so that you can have the highest level of confidence while receiving competitive rates of return for moderate risk. We continually monitor all products to ensure that your investment is performing to your and our high standards.

Reserve Financial
Vision & Mission

Our Vision: We envision everyone with a sound plan for their financial future which allows them to enjoy their life today as well as provide for a comfortable life for them and their family in the future.

Our Mission: To help employees of educational institutions and not-for-profit organizations map out and achieve their financial goals. We do this by helping our clients create a Future Plan™ and then by helping them identify and pursue the activities necessary to achieve this plan. To accomplish this we act as an independent agent, provide the highest level of service and support possible and offer a variety of financial-based products and services backed by companies who meet or exceed our lofty financial standards.