Related Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• To Access Your Brokerage Account (Stocks, Bonds, Mutual Funds, Cash)- Here you can change your statements to electronic receipt, view your account, etc. This is not the link to view Annuities, Life Insurance, and other non-brokerage accounts. Click on the other Link to OneView.
• To View ALL of your Accounts with us and our strategic partners - If you have mutual funds, fee-based/Wrap, annuity, life insurance or separately managed account, click this link. You can view your brokerage account at this link, consolidated with your other accounts held with us, but the advanced functionality for the brokerage account would be found using the other link. To get passwords and instructions for your initial registration, call us!______________________________________________________________________
• 401(k) Plan Participants: Please contact our office for your sign-on instuctions to access your retirement plan online.
• Blair Financial
• Live Stock Quotes
• Social Security Administration
• Aetna
• Blue Cross
• Blue Shield
• Health Net
• Pacific Care

PLEASE NOTE: 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.