All your financial pieces, finally in one place. eMoney’s Client Portal brings your entire financial picture together—from investments to goals to what-if scenarios—so you can plan confidently and live freely. It’s more than data—it’s peace of mind.
Stay connected to your financial world—securely and effortlessly. With Fidelity’s Client Access, you can view your accounts, track performance, and access documents anytime, anywhere. It’s your money, your goals, your dashboard.
Your investments, safeguarded and streamlined. Through National Financial’s secure portal, you can access account balances, transaction history, and essential documents—backed by the strength and reliability of one of the industry’s leading clearing firms. It’s the power behind your portfolio, now just a click away.
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The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Starting your financial journey can feel overwhelming, but it doesn’t have to be. Our team of experienced Financial Advisors are here to guide you. During the planting phase, we’ll work together to:
Understand your financial goals and current challenges. Review your budget and help establish priorities. Develop actionable steps for saving and investing
Let us help you take the first step investing in your future.
We are a team of dedicated financial experts committed to guiding you towards financial growth and success.
Advisory services offered through OLV Investment Group, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance products are offered through OLV and are not subject to Investment Adviser requirements.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. OLV Investment Group’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through OLV a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
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