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To the right, you can access your various financial planning accounts.

MoneyGuidePro Financial Plan
Client Access NetXInvestor
Investigo Account Access (Jennifer Lee)
Investigo Account Access (Michelle Cross)
Envestnet

This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.

Third party posts do not reflect the views of H. Beck Inc. and have not been reviewed by H. Beck Inc. as to accuracy and completeness.

Jennifer R. Lee, AWMA® is a Registered Representative and an investment advisor representative of and offers securities and investment advisory services through H Beck, Inc. Member FINRA/SIPC, a registered broker-dealer and a registered investment adviser. Jennifer R Lee is currently registered to offer securities in the following States of CA, DE, FL, GA, MD, NY, VA, SD. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Michelle Cross, CFP®, CPA is a Registered Representative and an investment advisor representative of and offers securities and investment advisory services through H Beck, Inc. Member FINRA/SIPC, a registered broker-dealer and a registered investment adviser. Michelle is currently registered to offer securities in the following States of FL, DE, PA, MD. No offers may be made or accepted from any resident outside of the specific state(s) referenced.