Financial Network Associates, Inc. is a financial planning firm committed to helping you build long-term wealth and security. Our customized strategies and programs are designed to help grow and conserve your wealth by delivering an unprecedented level of personalized service. 

 

Preferred Resources:

Note:  If you have accounts with us that are not held with Pershing, you can access statements, tax documents, etc., by directly logging in to their respective websites.  Please see your account statement or contact us for details.



eMoney Wealth Management System |  Personal web portal for a consolidated view of your entire financial situation and real-time financial planning reports.

Albridge Reporting  |  Consolidated performance and account reporting for all of your INVEST Financial accounts.
 



Pershing eDocument Suite |  Access to Pershing account statements, tax documents, etc.

Pershing NetxView  |  Viewing access for INVEST Financial accounts held with Pershing.
 



Third Thursday Calls
 | Listen to recorded conference calls, recorded every third Thursday.  Hear valuable and timely information about financial planning.

 


We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us:   | 770-350-2455 or toll-free at 800-820-3638.  We look forward to hearing from you.

Lease Payment

How much would your monthly lease payment be?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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