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.

The data on this form is submitted and transmitted via a secure connection.

Our guiding philosophy

Always do the right thing for the client. Nothing else matters.

Wallingford, CT Location

Carlsbad, CA Location

Wallkill, NY Location

FINRA's BrokerCheck

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Investment products and services are currently available to residents of California, Connecticut, Florida, Indiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York. North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington. If your state is not listed, we will be more than happy to register in your state to offer you the services that you may require.

Securities offered through Securities America Inc. member FINRA and SIPC. Form CRS

Advisory services offered through Securities America Advisors, Inc., a registered investment advisor. These services are currently available to residents of California, Connecticut, Florida, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, North Carolina, South Carolina, Texas, Vermont, and Washington. If your state is not listed, we will be more than happy to register in your state to offer you the services that you may require.

We are currently licensed to sell insurance products in the following states: California, Connecticut, Florida, Maine, Michigan and Texas. If your state is not listed, we will be more than happy to register in your state to offer you the services that may require. California insurance license #s 0B37354, 4061854

24/7 Access

Client Portal

Ready to Help

Our guiding philosophy

Wallingford, CT Location

Carlsbad, CA Location

Wallkill, NY Location

FINRA's BrokerCheck

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