What Makes Ayco Unique

It has long been our belief that there is financial counseling and there is Ayco Financial Counseling. We believe we stand apart because of our:

Market Penetration

We serve more than 10,000 executives at over 400 Fortune 1000 companies.

Core Focus

At Ayco, comprehensive, company-sponsored financial counseling is our business.

Partner Approach

Our approach is to partner with the company sponsoring the financial counseling program. We thoroughly understand our clients' benefits and compensation plans. This is particularly important because we find that a significant portion of an executive's wealth is tied to his or her company benefit plans.

Comprehensive Scope

Our counseling is comprehensive, integrating clients' benefits and compensation with strategies for estate planning, investment planning, income-tax preparation and planning, risk management and long-term cash-flow/retirement planning.

Technical Infrastructure

Our Internal Technical Groups, consisting of over 100 professionals, establish financial counseling policies and strategies and provide ongoing research, training and technical support to our associates.

Focus on Quality Control

We place strong emphasis on quality control in an effort to achieve continued excellence.

Credentialed Counselors

Our counselors are highly credentialed. Many of our counselors have an advanced degree or professional certification, as well as appropriate state insurance licenses.

Focus On Relationships

Our business is built and sustained on relationships. Our clients' financial affairs are very personal to them and their families. We are their trusted advisors and develop long-term relationships.

Holistic Approach

Ayco Financial Counseling is comprehensive, integrated and proactive in advice and implementation.