Client Access

To our clients, we say, "Thank You!"  It is because of the many referrals from you to family and friends that we continue to grow. We appreciate the opportunity to be of service to you and consider it the best compliment when you are willing to refer us to others. We constantly strive to provide the best service in our industry and we appreciate this reward. If you know others interested in an introductory consultation with one of our advisors, please let us know and we are happy to follow up with them.

If you already have a User ID and PIN, please click on the Osaic logo above to view your Osaic Wealth account information on-line. If you would like online access, please register as a new user and the prompts will direct you how to set it up with your personal information. Please call our office if you need any assistance at 561-394-6226.

For all other accounts:

Click on the applicable company logo. User ID and PIN will be provided when you register on their site.

 
Axa
 
 
 
Market Summary

Check the background of this financial professional on FINRA's BrokerCheck

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Richard A. Alter, Registered Representative.
Advisory Services offered through Osaic Wealth, Inc., an SEC Registered Investment Advisory firm.
Richard A. Alter, Investment Advisor Representative. Alter Retirement Planning, Inc. and Osaic Wealth, Inc. are independently owned companies.
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