Organizational Services
Save Time With Organization Solutions
When life is busy, it’s hard to stay organized. We get it. That’s why we’re here with solutions that keep your most important documents safe and in order. So you can focus on what matters instead of the tedious details.
Keep All Your Paperwork in One Place
At Greater Midwest Financial Group, we systematically organize your paper documents into traditional, secure filing systems. Your documents will always stay private, and you can access them with the help of your personal financial advisor.
Your Finances Are Just a Click Away
When you work with GMFG, you’ll benefit from easy online access to your financial documents.
You can conveniently access eMoney1 anywhere on your smart phone, computer or tablet. Just log in to see your forms. Your information will stay confidential and secure.
Contact us for more information about our organizational services.
1 eMoney is an independent company and is affiliated with Fidelity Investments. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR,LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 835983.13.0
