Investments and Financial Planning Market Research

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Investments and Financial Planning Market Research

TheMarketMatch.com gives you access to the same local consumer banking and financial behaviors that Fortune 500 companies use to create media and advertising campaigns with the greatest ROI, choose the best location for a new branch or franchise, identify which products provide the most relevance and value by market segment, identify market segments with the greatest potential growth and create marketing messages that resonate best with consumers to drive response through relevance.

Our Investments and Financial Planning Data:

  • Type of Investments Currently Own
  • $ Value of U.S. Savings Bonds Own
  • $ Value of U.S. Government Bonds Own
  • $ Value of City/Municipal/State Bonds Own
  • $ Value of Money Market Own
  • $ Value of Mutual Funds Owned
  • $ Value of Corporate Bonds Currently Owns
  • $ Value of Common/Preferred Stock in Employer Owned
  • $ Value of Common Stock Owned in any other Company
  • $ Value of Other Securities Owned
  • $ Value of U.S. Treasury Bills/Notes Currently Own
  • $ Value of Investment Collectibles Owned
  • $ Value of Intl Investments Owned
  • $ Value of Keogh/SEP-IRA/Pension Owned
  • $ Value of Trust Agreement Owned
  • $ Value of 401K Owned
  • $ Value of 529 Colleges Savings Owned
  • $ Value of IRA Owned
  • $ Value of Tax Shelters Owned
  • $ Value of Tax Shelter Annuities Owned
  • $ Value of Online Trading
  • $ Value of All Securities Owned
  • # of Stock Transactions (not-employee) made in the Last 12 Months
  • Expect to Make my First Financial Investment in the Next 12 Months
  • Collected from Pension/Savings/Stock Plan in the Last 12 Months
  • # of Times Looked for Financial Information, Traded Stocks Online in the Last 30 Days
  • Looked for Financial Information/Traded Stocks Online in the Last 30 Days
  • Own Personal Financial Software
  • Business Spending on Investment of Company Employee Funds in the Last 12 Months
  • Self Employed, Location of Business & # of Employees


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