Client Resources

Below please find some helpful Wealth Management links to assist you with your personal financial planning.

Financial Calculators

These calculators are financial tools to support you in analyzing the following:

  • Retirement Savings and Planning
  • Required Minimum Distributions (RMDs)
  • Retirement Income Calculators
  • Roth vs. Traditional IRA Calculators
  • Mortgage Calculators
  • Loan Calculators
  • Auto Calculators
  • Investment Calculators
  • Savings Calculators

NetXInvestor

NetX Investor logo

NetXInvestor is Pershing’s online viewing website and it is where you can view your accounts and all of your formal Pershing and Cetera generated account documents. Our Financial Organization Number is: 157

If you have any questions about accessing your accounts via NetXInvestor please call Cetera directly at 888.406.5444 Monday – Friday 9:00 am – 7:00 pm EST and they can reset your password, unlock your account, or generate a security code for you right over the phone.

Albridge Wealth Reporting

Albridge logo

For clients with consolidated report access through Albridge, please use the above link to view your summarized reports.

Check the background of this investment professional on FINRA’s BrokerCheck.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a broker dealer and a registered investment advisor.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at CeteraAdvisorNetworks.com.

Tax services offered separately from Cetera Advisor Networks, LLC, which does not give tax or legal advice.

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