Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.
At Access Advisors, LLC, it is our mission to empower clients to achieve financial security.
We are passionate about setting clients up for financial success. Our approachability and listening skills, coupled with the state-of-the-art financial Goal Planning and Monitoring program will enable our clients to clearly see which investment options deliver the best results for them. Let's collaborate to develop your financial plan to meet your needs and help alleviate anxiety about the future.
Our goal at Access Advisors, LLC, is to provide financial coaching, brokerage, and investment services to our clients. We help you cut through the market jargon so you have a solid understanding of your financial options and collaboratively make educated decisions to assist you in reaching your financial goals.
With more than 30 years of financial experience, Amanda Stiff is a financial educator and coach - someone you can trust and feel comfortable with - confiding your most private, and sometimes vulnerable, financial picture. By listening closely to client concerns, asking smart questions to identify underlying financial apprehensions, hearing what you want to accomplish, and understanding risk; Amanda will bring the best resources and practices to the table to formulate and implement your personal investment policy guiding you towards achieving financial security.
We are able to provide the services and expertise of a large broker/dealer with the individual attention of a smaller, independent firm. We offer unbiased, comprehensive brokerage solutions on a personal basis where you aren't just a number.
We have made it our mission to empower you to achieve financial security through thoughtful service and tailored strategies. Adding to our current capabilities, we now have an even broader offering of financial planning services and specialized advice through Level Four Financial. We have not moved away from Harbor Financial Services, LLC for securities and advisory services, but are excited to add on to our existing resources through Level Four.
Financial planning is the process of creating, implementing, and updating your personal financial roadmap, that's tailored to guide you from where you are now, to where you want to be in the future, while best managing the risks of life along the way.
Whether you want to focus on retirement planning, estate planning, tax planning, education planning, business planning, or changing family needs, we want to create a tailored plan to fit your goals. You are under no obligation to use these services, but if you would like us to address any questions or planning topics, please complete our “What Keeps You Up At Night” questionnaire. That way I can better get to know your needs and priorities. I will review your completed questionnaire and engage with the team as appropriate and follow up with you to discuss more about the planning process.
Whether you are just starting out in a career, planning for retirement, recently divorced, or widowed, we can help.
By teaming with Harbor Financial Services, LLC, member FINRA and SIPC, we remain an independent financial advisor. There are no sales quotas to meet and no in-house products to "push." We partner with you individually to develop an unbiased strategy to ensure that your outcomes align with your goals. Harbor Financial Services clears through Raymond James & Associates. We have access to their state of the art products, research and technology solutions. Raymond James Accolades
Access Advisors, LLC through Level Four Advisory Services will partner with you by providing an understanding of what advice is available and then asking you what financial concerns or needs you would like addressed. Our advice and financial planning is product and platform neutral, free of trojan horse sales tactics.
Let us help you determine your needs and clearly define the scope of each planning engagement so we can help you address your goals and help you pursue financial freedom.
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Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.