Online Access

Advantage One

Login or register for online access to view all my holdings, by account, including annuities…
(Not for official statements or tax reports)

If you are new to the site, please follow these instructions:

  1. Click on the registration button in the middle of the page. This will take you to a new page where you will be prompted to enter a user name and password.
    1. User Name (your social security number)
    2. Password (cg003773)
  2. You will be asked to create your own unique user name and password.
  3. Once complete, and we verify the account, you will have on-line account access.

TD Ameritrade

Login or register for live on-line viewing of my current holdings, statements, and tax reports…

SEI Investments

Login or register for online view in this new SEI website including statement and tax report access…

Our Location


Post Resch Tallon

1163 Pittsford Victor Rd
Building #4 Suite 240
Pittsford, NY 14534

585-249-1030 Tel
800-877-4439 Toll-free