Checks At The Speed Of Light

Mailing us checks for deposit to your investment account?

We now have a better, faster, more secure way to process your deposits.

We have the option of using digital check deposits, which allow us to securely upload the check images directly to the brokerage firm safeguarding your account assets.

The deposit then instantaneously appears in your account, meaning your funds are quickly going to work for you. That’s a big plus in today’s fast-moving financial markets, and helps you squeeze out more interest.

Throughout the year, we’ll be incorporating more digital technology into our daily procedures as we continue to enhance client service.

We encourage all of our clients to inquire about our on-going improvements and provide your feedback on the new technologies.

Brad GoldsteinFinancial Paraplanner Qualified Professional™ (FPQP™)
Client Services Associate

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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