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Personal Financial View Powered by eMoney

Utilizing a Team-Based Planning Approach

Alongside Our Secure Aggregation Website

It happens to all of us - our finances become complex and potentially too much to handle on our own. Through a holistic planning approach, we can help you coordinate a strategy to accomplish your financial goals. Integral to this process is the personalized website and custom account services that eMoney provides.

Personal Financial View West Hartford, CT New England Financial Group

You’ll Have Access to:

  • Personal account aggregation
  • Up-to-date monitoring of your financial picture
  • Investment allocation across all money types
  • Details by holding for asset class and sector analysis
  • Secure online “vault” for documents

Taking advantage of this system provides a single access point to securely view all of your financial accounts, tax and legal documents and insurance coverages.

Personal Financial View