CLIENTACCESS

Use the link below to reach your desired account. If you have an account at United Planners or Fidelity and would like access please contact us for your initial registration and setup. If you are having difficulties accessing your accounts, please contact our office for assistance.

CIRSTATEMENTS LOFTUS WEALTH STRATEGIES
FIDELITY INVESTMENTS

Online Meeting

We have the ability to do screen shares or video conferencing, at your convenience.  Simply, call or email the office a request and we will send you the conference dial in information and/or a link to access the presentation from your computer, IPad, or Smart phone.

ZOOM ONLINE MEETINS