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529 PLANS
Nancy Effert - Financial Professional
GOLD Financial Professional
Nancy Effert
Financial Advisor
Effert Financial Solutions, Inc
Contact Info:
303 N. Northwest Highway, Suite 204
Barrington, IL 60010
You're successful, the best at what you do but sometimes the right advice can make a difference. Anchored in active listening, trust and knowledge, we focus on you and your unique situation, because the potential success of a 529 plan or a college funding strategy isn't always about the dollars, but the effect it has on your life and your family.
Investment advisory services offered through duly registered individuals on behalf of ChangePath,LLC a Registered Investment Adviser. ChangePath, LLC and Effert Financial Solutions, Inc. are unaffiliated entities.
Financial Professionals
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Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | Nevada | USAA 529 Education Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | New Jersey | NJBEST 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Wisconsin | Edvest 529 |
| 3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | Alaska | T. Rowe Price College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
