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PLEASE NOTE: The information being provided is strictly as a courtesy. 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.

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.


Abright Solutions ValmarkAlbridge solutions

Welcome to Valmark Securities Statements - your source for consolidated account information. Valmark Securities Statements allow you to easily consolidate and organize your investment accounts and generate in-depth compliance ready reports to use in your practice. It is designed to increase your productivity while enriching the financial planning process. Access Valmark Securities Statements anytime from anywhere in the world on our secure web site. Click here to go to the login page.


emxemoney advisor

The ultimate wealth management tool, eMoney helps organize your financial life. It keeps you connected to your finances, by allowing you to view all of your online accounts in one place, and offers access to a variety of interactive planning tools. Click here to go to the login page.


Pershing NET360pershing NetX360

Pershing's revolutionary platform for investment professionals and RIAs provides the tools needed to manage clients' accounts, deliver first-rate service and develop new sales and revenue opportunities. NetX360 offers one complete solution to efficiently manage your entire business, whether it's commission- or fee-based. Click here to go to the login page.





Meet bob clower

our collaborative partners

• our team at valmark

• our insurance partners


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Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts