Prudential Financial

Prudential Financial is a financial services company that helps people plan for retirement, invest, and protect their families. Its site says it has been doing this for 145 years.

Products and services

• Retirement planning: an online score and personalised plan, plus help with old workplace pension accounts.
• Investing: professionally managed portfolios matched to a person's goals.
• Life insurance: term policies with quick quotes, often without a medical exam.
• Health insurance help: comparison and enrolment support for finding a suitable plan.
• Financial guidance: online tools to set goals and build a financial roadmap.

Who it serves

The company serves individuals and families, and its site describes meetings with financial professionals across the country. It also offers rollover options for former employer retirement plans, including an individual retirement account.

Key facts

• History: 145 years in business
• Advisers: more than 3,000 financial professionals nationwide