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Client Resources

Go Paperless

Go Paperless

Tired of receiving papers in the mail? Save some trees and Go Paperless! You can chose to receive documents via email instead of waiting on the mail.

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Docusign

Docusign

Can't make it into the office? Skip the mail and sign forms anywhere!

We'll send you the forms that need signatures right to your email and they automatically come back to the office, after you sign. 

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Stay Connected 

Stay Connected 

Stay Connected with us! Follow our social media accounts for relevant Market Information, useful links and articles, upcoming events and more!

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Financial Calculators

Financial Calculators

Take the first step towards financial peace of mind. Explore our range of calculators to ease your worries about the future.

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Find Your Accounts

 You can use these links to access your accounts or help you find any information you need. If you have any trouble logging into these sites please call our office. 

Capital Group American Funds

Capital Group American Funds

To access your American Funds accounts, please click the button below to view Capitalgroup.com.

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Invesco

Invesco

To access your Invesco accounts, please click the button below to view Invesco.com.

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John Hancock

John Hancock

To access your John Hancock accounts, please click the button below to view Johnhancock.com.

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JP Morgan NYS 529

JP Morgan NYS 529

To access your JP Morgan accounts, please click the button below to view NY529advisor.com.

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Albridge

Albridge

For an overview of your portfolio and all of your accounts, please log into Albridge. If you don't have a log in contact your Rep and we will send you the information.

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Pershing

Pershing

To access your Pershing accounts, please click the button below to register on NetXInvestor.com.

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Orion Portfolio Solutions

Orion Portfolio Solutions

To access your Orion accounts, please click the button below to go to www.PortfolioLogin.com

Orion sends out Quarterly Statements.

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Charles Schwab & Co., Inc.

Charles Schwab & Co., Inc.

Schwab is the custodian of Orion. If you have an Orion account, you will receive Monthly Statements from Schwab.

 To access your edelivery preferences for your Monthly Statements, click the button below to go to SchwabAlliance.com

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Jackson National Life Insurance

Jackson National Life Insurance

To access your Jackson Life Insurance annuity accounts, Please click the button below to view Jackson.com.

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T. Rowe Price

T. Rowe Price

To access your T. Rowe Price accounts, please click the button below to view Troweprice.com.

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Franklin Templeton

Franklin Templeton

To access your Franklin Templeton accounts, please click the button below to be redirected to Franklintempleton.com.

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Identity Theft Prevention

What you can do to protect your personal information 

Monitor Your Accounts: Under U.S. law, a consumer is entitled to one free credit report annually from each of the three major credit reporting bureaus, Equifax, Experian, & TransUnion. To order a free credit report, go to www.annualcreditreport.com or call toll-free, 1-877-322-8228.

Protecting Your Identity: You have the right to add a free fraud alert to your credit file. It's your shield for 1 year, and businesses must verify your identity before extending credit. If you're an identity theft victim, you're entitled to get an extended fraud alert, which lasts 7 years. 

Secure Your Credit: Instead of a fraud alert, you can opt for a 'credit freeze.' which blocks credit bureaus from sharing your report without your permission. While it safeguards against unauthorized credit, loans, and services, it may also slow down or prevent future credit approvals, so it is important to lift the 'credit freeze' before financing any large purchase. Remember, you can't be charged for placing or lifting a credit freeze under federal law. 

To request a 'credit freeze' individuals may need to provide some or all of the following information:

1. Full Name

2. Social Security Number

3. Date of Birth

4. Addresses for the prior two or 5 years

5. Proof of current address, such as a current utility bill or telephone bill.

6. A legible photocopy of a government-issued identification card (state driver's license or ID card, etc.); and 

7. A copy of the police report, investigative report, or complaint to a law enforcement agency concerning identity theft if they are a victim of identity theft.


To place a credit freeze or fraud alert, contact the major credit bureaus to safeguard your financial security.

Equifax

Equifax

1-888-398-0045

Equifax Fraud Alert, P.O. Box 105069

Atlanta, GA 30348-5069

Equifax Credit Freeze, P.O. Box 105788

Atlanta, GA 30348-5788

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Experian

Experian

1-888-397-3742

Experian Fraud Alert, P.O. Box 9554,

Allen, TX 75013

Experian Credit Freeze, P.O. Box 9554,

Allen, TX 75013

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TransUnion

TransUnion

1-800-916-8800

TransUnion Fraud Alert, P.O. Box 2000,

Chester, PA 19016

TransUnion Credit Freeze, P.O. Box 160,

Woodlyn, PA 19094

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Can't find what you're looking for?

 Call or e-mail us and tell us what you'd like to see on the Client Resources Page. Feedback is always appreciated, so we can help you get the most out of your financial experience!

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