Client Resources

Client Resources

Existing Clients: Schedule a Zoom meeting or phone call with Joanna

Access Your Accounts

3 Financial Group provides comprehensive reporting in our client portal so you can view your accounts in one location. Check out performance and activity in your accounts.

Download Statements

Charles Schwab provides easy online access to your statements and tax documents. As of September 5, 2023, TDAmeritrade accounts transitioned to Charles Schwab.

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