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My Financial Portal

Keeping you informed and connected wherever you are, this portal allows you to access your financial statement wherever and whenever you want!

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For business news,

analysis and

stock market data,

click here and read the weekly

                                   

 

watch report.

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Market Watch

(First Trust Advisors L.P. is not an affiliate of Sound Mind Financial LLC.)

All Investment Clients:

Click here to sign in to your

financial account

Clients with

Pershing Accounts:

Click here to access

myedocumentsuite.com

Call us today
for an appointment
315.821.2827

Location

475 Sherrill Road

Sherrill, New York 13461

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Hours

Monday - Friday 

8:30 am to 4:30 pm

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Inquire for additional

appointment times.

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