Mutual Funds Links

The links below are to help you learn more about some of the companies we recommend and the products they offer. It is not an exhaustive list of where we have agreements to do business. If you do not see it here, ask. You may not be able to view your account at every website and those that you can see may not offer you the ability to buy, sell or exchange funds through the website. If we are the broker of record on your account, you should contact whenever you need service on your account. To access your account, you can, generally, setup a password (or get instruction to) at the links below. 

American Funds

Fidelity Advisor


Oppenheimer Funds

John Hancock 

Putnam Investments

Lord Abbett


Investors should carefully consider the information about the above-mentioned Funds, including investment objectives, risks, charges and expenses, which can be found in the Funds' prospectuses. Copies of the prospectuses are available from the representative or at the specific Fund's website. Investors should read the prospectuses carefully before investing. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. 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. 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.