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!


For business news,

analysis and

stock market data,

click here and read the weekly



watch report.

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

Call us today
for an appointment


475 Sherrill Road

Sherrill, New York 13461


Monday - Friday 

8:30 am to 4:30 pm

Inquire for additional

appointment times.