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Client Access

Please feel free to contact us, check your account or login to Wealth Portal from the Client Access menu. You can also complete the checklist when it's time for your quarterly review. As always, contact us anytime to help you with your wealth management needs. We’re never too busy for you! 

 

Client Access

  • Schedule Appointment
  • Wealth Portal
  • TD Ameritrade
  • FINANCIAL IQ - Knowledge Center

Contact Us

Don't hesitate to get in touch.
Learn more about our award winning service.
For over 20 years we have successfully navigated
the investment and retirement world for our clients.
Join us!

Get to know us

9200 Indian Creek Pkwy., Suite 562, Overland Park, KS 66210

Phone: (913) 491-0868
Fax: (913) 491-0915

Email: dreed@reedcompanies.com

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