24/7 Access

Client Portal

At Advantage Financial Group, we value and believe in complete transparency with our clients.

In addition to your statements, you can access your accounts at any time from your computer or mobile device. You can see an overview of your portfolio, transactions, performance trends, and value comparisons over different time periods.

If you’re a current client and are not yet registered for access to your online account, please reach out to our Operations Manager, Jackie Podeswa, at (203) 269-4669 and she will be more than happy to assist you with your account setup.

Ready to Help

We are available for phone, video conference or in-person consultations at whatever times you choose.

Call us at 203-269-4669 or fill out our contact form below.

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