How do I get online access to my account(s)? 

We currently have two separate online systems for accessing your accounts. The first is Albridge Wealth Reporting. You may log-in to your account through our ClientCenter. Click on Secure Client Access for a direct link to Albridge. If you do not have a username or password, please contact your advisor. The second online system is NetExchange Client View. You may gain access to this system by completing the NetExchange Client Request Form found on our Forms page. Please send all completed forms to your respective advisor. You may also go directly to the website, www.netxview.com, and register.

 

How do I “go paperless” and start receiving statements online?

 

You may receive paperless statements through our online system NetExchange Client View. Once you are registered for NetExhange, you may log-in to your account and change the delivery option to “e-Delivery”. Any one of our staff members would be happy to assist you with this process.

 

What are the 2010 contribution limits?

 

The maximum contribution for Traditional and Roth IRAs is $5,000 for everyone under 50 years of age and $6,000 for those 50 years of age and older.

  

Do you accept referrals? 

 

Relationships with valued clients are the reason we're in business and we always welcome the opportunity to speak with people who could benefit from our expertise. If you know someone you believe could benefit from our services please contact our office manager, Idelis Favole, to set up an appointment.

 

Who is your broker dealer?

 

ING Financial Partners

 

Who do you use as a custodian firm?

 

Pershing, LLC

 

What is your fax number?

 

(703)506-0576

 

What is your mailing address?

 

1919 Gallows Rd Suite 980 Vienna, VA 22182