Offit Advisors offers several financial tools to our proACTION(SM) Planning clients including:

 
 

A tool to help you view all of your investment accounts in one place, and see performance reporting.

A tool for clients investing on the NFS platform to see statements, tax statements, and transactions.

A tool for clients investing on the FIWS platform to see statements, tax statements, and transactions.

A tool for clients investing on the Assetmark platform to see performance reporting, statements, tax statements, and transactions.

A tool for clients to link all of your accounts in one place (investment accounts, insurance policies, bank accounts, mortgages, loans, credit cards, etc.), track your net worth, track your spending, review your financial plan with Offit Advisors, review next steps and tasks in your planning process, and also store any important financial documents in the Vault.

 

Not yet registered? Questions about any of the uses or access to these tools? Please call our office at (410) 600-PLAN or email us at office@offitadvisors.com for help.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Offit Advisors is not affiliated with Kestra IS or Kestra AS. Offit Financial Inc. is a tax firm but neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.For more information on the Five Star Wealth Manager and the research/selection methodology go to: www.fivestarprofessional.com. Investor Disclosures: https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered of Kestra IS. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-2582.