Aaron and Associates offers a full suite of direct marketing programs and services
The most powerful marketing tool for the financial industry

Aaron & Associates made its mark in the early 1990's as one of the premier list providers for the Investment industry, supplying Wall Street with high-powered leads during its "cold-calling" heyday.  Over the years, investment strategies and methodologies have changed dramatically and Do Not Call laws have curtailed the flood of calls to a majority of investors. In 2016, it's more important than ever to make the most relevant offer to the most qualified prospects, whether it's via direct mail or through a DNC compliant phone listing.  Investors need financial guidance more than ever during these confusing and fluctuating economic times. Many investors are open-minded to 2nd and 3rd opinions from financial advisors because their financial portfolio may currently be under performing, or they may simply want to revise their strategic approach.

The Aaron Affluent Investment File will help you make a connection with dynamic high-net worth, high-asset individuals who will have the investment power to become outstanding clients.  Our proprietary qualification formula ensures that our investor lists have the best chance for conversion. 

Lists are customized per your specifications and are formatted as ready-to-print lead sheets, loaded with bonus demographic information, and fully compatible with all standard spreadsheet programs and marketing software.

Investor File Selection Criteria includes (but is not limited to):

Est. Investable Assets

Est. Net Worth
Household Income
Investor Age
Investment Type

Phone #'s (DNC scrubbed)

With additional demographics implemented, prospects can be ideally suited for the following investment categories and services:

Financial Planning
Annuities Life Insurance         
• Money Management
Real Estate/REIT 
• Fixed Income
Estate Planning
529 Plans SEP/Keogh IRA/401K/Private Pension
• Mutual Funds
Money Market
• Certificate of Deposit
• Futures/Options
Investment Trusts (UIT)
• Treasuries
Foreign Exchange
Precious Metals

Our Investor lists are guaranteed for accuracy and are developed on demand for each client based on the specific demographic and geographical requirements.  Our Data Pledge 

The information on the Aaron Affluent Investor File can be combined with demographic selections from the Aaron Consumer File to further enhance targeting potential.  To reach high-powered, top-earning executives at their place of business, please visit the Aaron Business File.

Investor list files are formatted to each client's specifications and are fully compatible with all standard CRM systems, spreadsheets, mapping software, and mailing label programs.

We offer affordable pricing for small to medium volume quantities, and very competitive rates for high-volume clients and list resellers.  Pricing contracts are available based on volume and term.

Automatically included at no-charge as part of our service:
Accuracy Guarantee
Expedited order turnaround
Data exclusivity within client's company
✔ Safe Harbor Guarantee on all phone #'s scrubbed against the DNC list
Unlimited file backup service for all database files ordered through Aaron & Associates
Prior orders suppressed against all new orders
Expert marketing consultation based on 25+ years industry experience

Aaron & Associates is your one-stop, full-service solution
for targeted marketing lists, programs, and services.

  Call 800-470-LIST for a FREE consultation, or contact us for a quote.

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