Client LogIns

Click on the links below to go directly to the company website listed.

529 College Savings Accounts
CollegeBound Fund 529
NYS Advisor Guided 529
Scholars Edge 529

Annuities
Allianz
Brighthouse
Equitable/AXA
Jackson National Life
Lincoln Financial Group
Prudential

Financial Planning
eMoney
MoneyGuide Pro

Investments/Brokerage Accounts
SEI Private Trust Company
Symmetry (held at eTrade)
Wealthscape/Kestra/NFS (Symmetry held at Kestra/NFS)

Mutual Fund Companies
American Funds
Blackrock Funds
Fidelity Funds
Invesco (was Oppenheimer)
Pimco Funds
T. Rowe Price Funds

Portfolio Overview/Performance Reporting
Albridge