Artésa Financial Group

Partner Services

We partner with other firms in our community in the areas of trust and estate planning and tax preparation for clients who need those services and would like to make sure all of their planning is coordinated. We have a partnership with Charles Schwab, one of the oldest leaders in the financial industry 

Charles Schwab

Charles Schwab

To view your Charles Schwab account please go here.


Call Schwab online support team- (800) 515-2157 or contact our office if you have any questions about enrolling in the online access.


If you have any questions regarding your account please contact our office.


Additional Resources

Here are several document that may assist you and provide better understanding of our business. Please feel free to fill out our of Electronic Delivery Form which will allow you to be added to our newsletter. Also our Risk Profile Questionnaire is a valuable tool we use to get to know you and your financial goals. If you have any questions feel free to contact our office.

Disclosure Brochure

Download

Form CRS

Download

Privacy Policy

Download

Electronic Delivery Form

Download

Risk Profile Questionnaire

Download
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