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Expert Program Management

Empowering financial institutions with over 30 years of pioneering expertise in Investment Program Management.

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30 Years of Experience

Trusted & Experienced

At Myrias Financial, we bring over 30 years of experience in managing bank and credit union investment programs. As pioneers in the financial institution investment program industry, we offer hands-on support and tailored management solutions that empower institutions and their advisors to achieve long-term success.

Comprehensive Reporting

Understanding the pulse of your investment program is crucial to success. Myrias Financial provides customized monthly reports that keep you fully informed of key metrics like sales, revenue, referral tracking, branch training sessions, client appointments, marketing initiatives, and more. Our goal is to ensure you have a clear, detailed view of your program's performance every step of the way.

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Transparent and Timely Commission Reporting

Transparent and Timely Commission Reporting

We believe in transparency and accountability, which is why Myrias Financial delivers comprehensive monthly commission reports. These reports provide clear insights into earnings, ensuring that your institution’s advisors are compensated accurately and promptly, fostering motivation and trust within your team.

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© 2018-2024 Copyright. All Rights Reserved.

 

Myrias Financial Management

P.O. Box 12024

Kansas City, KS 66112

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Investment and insurance products and services are offered through Osaic Institutions, Inc..  Member FINRA/SIPC.  Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or credit union.  These products are subject to investment risk, including the possible loss of value.

Senior Plan Resources, LLC is a wholly owned subsidiary of Myrias Financial Management, Inc. Neither Myrias Financial or Senior Plan Resources are affiliated with Osaic Institutions, Inc.

 

Osaic Insitutions, Myrias Financial, and Senior Plan Resources do not provide tax or legal advice.

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