Backer / Robo-advisor for 529 Plans – Build, Manage, and Grow Savings
- Backer is a Robo-advisor for your 529 plans helping you manage, monitor, and find low-cost funds for your child’s educational expenses.
- Get started in 5 minutes and discover the best plans and tax savings.
Personal Capital / Wealth Management and Human Advisors
- Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
- Get a free analysis of your investments and speak with an advisor.
LendKey Student Loan Refinance / Credit Unions and Community Banks
- LendKey connects you with local banks and credit unions to refinance your student loans.
- Refinance both federal and private, including graduate loans, into one convenient loan.
- No origination fees. No application fees. No prepayment.
- Flexible repayment options, including fixed and variable rate loans with 5 to 20-year terms.
- Checking your rate does not affect your credit score.
M1 Finance / Invest Using Unique Pie-based Portfolios
- M1 Finance is a free finance app allowing you to invest, borrow, and spend in one platform.
- $0 account minimum. 100% commission-free trades and no hidden fees.
Promotion: Get up to $500 when you signup and deposit $1000 or more.
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