Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment or a concern about your portfolio? Just jot it down and we will get right back to you.
Subscribers to our new app will also receive informative videos and articles, as well as timely information on economic trends, investment ideas, and changes in the marketplace. We’ll keep you up-to-date on financial matters, and you can easily respond and explore areas of interest. Best of all, you’ll have immediate access to our services any time the need arises.
With our app, you have personal financial consulting right when you want it, anytime, anyplace. We’re here for you.
- July 17, 2013 Initial release
- July 27, 2013 New version 1.1
- August 05, 2013 New version 1.1.1
- August 17, 2013 New version 1.3
- November 16, 2013 New version 1.4
- February 11, 2014 New version 1.5
- August 04, 2014 New version 4.0