Links

CIR Statements (to run investment account reports): http://www.cirstatements.com

Cambridge (my broker dealer): http://www.cir2.com

Schwab (my primary clearing firm): http://www.schwab.com

Pershing (my secondary clearing firm): http://www.pershing.com

NetXInvestor (to view Pershing documents electronically): http://www.netxinvestor.com

Certified Financial Planner Board: http://www.cfp.net

Greather North Shore Estate & Financial Planning Council: http://gnsefpc.org

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. 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, websites, information and programs made available through this website.