We are an independent financial planning and wealth management firm based in Bakersfield, California. For more than 20 years we have been serving as a trusted advisor for successful individuals, families and businesses, primarily in the Kern County area. Our job is to protect your lifestyle after you stop working.... - More info on Trovato Wealth Manag...

Take command of your retirement with the T. Rowe Price Personal® mobile app, utilizing the latest in security technology to help protect you and your account information. TRACK FINANCIAL GOALS •View account: activity, balances, asset allocation & personal rates of return. •Monitor accounts inside & outside of T. Rowe Price via account aggregation. •Watch personalized videos outlining... - More info on T. Rowe Price Person...

Money is the #1 source of stress for Millennials and Gen-Z. Our team is here to take that off your plate. We’re a modern wealth management firm pairing a dedicated advisory team with in-house professional investment management. So you get personal guidance *and* active portfolio management, all in one place. The result? A private wealth advisor in every pocket without the high fees and minimum... - More info on Titan: Your Investme...

Do more for your retirement anytime, anywhere. With this app, you get on-the-go access to your Transamerica retirement account, so you can do more at your convenience. Manage your account: Access your account balance, investment performance, and make changes to how much you save and how you invest for retirement. Please note: Some services and features may not be available on certain plans. ... - More info on Transamerica Retirem...

Mezzi is a smarter, AI-powered way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps to uncover hidden risk, save on capital-gains taxes, cut fund fees, increase passive income, and optimize your portfolio allocation—all while keeping every investment account exactly where it is. Members have saved thousands of dollars,... - More info on Mezzi Wealth...

As a Bernstein Private Wealth Management client, the My Bernstein mobile app empowers you to manage your wealth effortlessly, anytime and anywhere. Seamlessly check account balances, transfer funds, deposit checks, and securely share files with your advisory team. Account Information • Access comprehensive views of all your Bernstein accounts • Monitor asset allocation, activity, holdings, ... - More info on Bernstein Private We...

Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app. Notable Features: • Simple and secure login with support for Face ID, Touch ID, and Password Autofill • Access maps on Contacts for turn-by-turn directions • Push notification... - More info on Wealthbox...

Plante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information. Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password. If you’re interested in access, and are a current PMFA client, reach out to your relationship manager to get started. If you’re not a current client,... - More info on Plante Moran Wealth...