Our Partners

About Sigma Financial Corporation

Since 1983, Sigma Financial Corporation has been offering one of the largest investment and planning service platforms in the industry. This platform is made up entirely of "Open Architecture", giving the independent Financial Planners freedom of choice. Sigma Financial Corporation only works with outside investment companies; they have no proprietary investments, resulting in unbiased client solutions. Today, Sigma Financial Corporation stands out as one of the nation’s premier independent broker/dealers.  Sigma Financial Corporation is headquartered in Ann Arbor, Michigan and is a 9-time recipient of the Broker/Dealer of the Year award.

Planning Services

  • Retirement Planning
  • Estate Preservation
  • College Funding
  • Survivor Needs
  • Tax Reduction
  • Accumulation Planning
  • Portfolio Analysis
  • Online Account Access

Your needs and individual goals are unique and so are your investment choices. As an independent broker/dealer, we give you and your financial planner the freedom to decide what investments are appropriate for you.  At Sigma Financial Corporation you can choose from…

  • Thousands of Mutual Funds
  • Variable & Fixed Annuities
  • Life Insurance Products
  • Institutional Account Managers
  • Dozens of Retirement Plans
  • Common and Preferred Stocks
  • Stock Options
  • Corporate, Munis and Government Securities
  • Certificates of Deposit (CDs)
  • Long-term Care and Disability Insurance
  • Traditional Mortgage Products
  • Alternate Investments and REITs

Fidelity Investments

Fidelity Investments Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit https://www.fidelity.com/.


National Financial

National Financial is a Fidelity Investments® company and a leading provider of clearing and custody solutions for over 30 years.

Asset Protection

Securities in accounts carried by National Financial Services LLC (“NFS”), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000. For claims filed on or after July 22, 2010, the $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection on claims for cash, subject to periodic adjustments for inflation in accordance with terms of the SIPC statute and approval by SIPC’s board of directors. NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 202-371-8300.

“Excess of SIPC” Coverage In addition to SIPC protection, NFS provides for brokerage accounts additional “excess of SIPC” coverage through Lloyd’s of London, together with other insurers.* The excess of SIPC coverage will be used only when SIPC coverage is exhausted. Like SIPC protection, excess of SIPC protection does not cover investment losses in customer accounts due to market fluctuation. It also does not cover other claims for losses incurred while broker-dealers remain in business. Total aggregate excess of SIPC coverage available through NFS’s excess of SIPC policy is $1 billion. Within NFS’s excess of SIPC coverage, there is no per-account dollar limit on coverage of securities, but there is a per-account limit of $1.9 million on coverage of cash. This is the maximum excess of SIPC protection currently available in the brokerage industry.

Lloyd’s of London currently has an A (Excellent) rating with “Stable Outlook” from the ratings firm A.M. Best and an A+ (Strong) rating with “Stable Outlook” from Fitch Ratings and Standard & Poor’s.†

*Fidelity’s excess of SIPC insurance is provided by Lloyd’s of London, together with AXIS Specialty Europe Ltd. and Munich Re.

†As of December 2012, and subject to change. For ratings explanations, please go to http://www.lloyds.com/Lloyds_Market/Ratings/.

Fidelity Investments is an independent company, unaffiliated with Timothy J. Greene Financial Services. Fidelity Investments is a service provider to Timothy J. Greene Financial Services.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Timothy J. Greene Financial Services and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments and National Financial are registered service marks of FMR LLC.

Clearing, custody, or other brokerage services may be provided by National Financial Services LLC.



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