Access Financial Group

A Turn-Key Solution for Your Independent Financial Practice

Access Financial Center is ready for you to walk in and work. A complete turn-key solution for financial advisors and registered reps all for one low monthly fee.

  • Retail Store Front Office w/ state of the art conference room
     
  • B/D is a member FINRA/SIPC & a Registered Investment Advisor
  • Private-labeled website
  • #1 rated trading platform powered by optionsXpress, LLC.*
  • Professional phone system
  • Integrated Customer Relationship Mgmt system
  • Asset Allocation tools
  • Private-labeled marketing materials
  • Trading room environment 
     

Click Here for a Quick Tour

 

*500.00 setup fee
* “The Best Online Broker” and “4-1/2 Stars” by Barron’s, 3/6/06, 3/7/05, 3/8/04, 3/10/03, based on: Trade Execution; Ease-of-Use; Range of Offerings; Research Amenities; Portfolio Analysis/Reports; Access/Help; Costs. Barron’s is a registered trademark of Dow Jones & Company © 2006.

Sign up before September 1st & save
$3600.00 per year!

 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

More Newsletters →