CLIENT ACCESS
 
Access your client account at Charles Schwab using the link below. 
If you do not have your Charles Schwab account numbers yet, please contact our office at (616) 233-9773 or suzi@eastownfinancial.com and we can give those to you. 
Access copies of your tax return documents using our secure file exchange web portal. 
Contact our office to learn how to activate your account. 

 

©2015 Eastown Financial Services, Inc. All Rights Reserved

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Eastown Financial Advisors, LLC is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

View our Client Brochure - ADV Part 2