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

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SCHEDULE A VIRTUAL APPOINTMENT

Being virtual means you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are.  We can engage with you via Zoom, a secure, on-line environment.  

Want us to contact you?  Just fill out the form below and we get back to you as soon as possible.

To schedule a meeting in person call our office at (302) 251-8901

MAILING ADDRESS:

32828 Reba Rd, Suite C

Millville, DE  19967

PHONE:

(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.

302-251-8901

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