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Account Access

We are pleased to provide access directly to your accounts through the links below. For current holdings and values, select the TD Ameritrade access. For information on performance, asset allocation, and more, plesae login to the secure portal.

If you don't have login credentials, or are having trouble accessing either site, please call us for assistance. 

  • TDA Ameritrade 
  • Financial Planning Portal

Resources

  • Account Access
  • FAQ

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 304-232-0422

48 14th St, Wheeling, West Virginia 26003

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