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View Your Accounts

The following are links to enable our clients easy access to their accounts.

Please contact us with any questions on your accounts or if you are in need of any additional information, please let our office know.

Click here to review your accounts with Securities America. If you currently do not have an access code please contact us to set up your access codes.

Click here to review your accounts with MFS. If you are a new user, complete the one-time sign-up process. To complete the sign-up process you will need your account number and social security number.

Click here to review your accounts with Sun Life. If you are a new user, complete the one-time sign-up process to use the CustomerLink site. To complete this process you will need your social security number and contract number.

Securities offered through Securities America, Inc., Member FINRA/SIPC James W Coleman, Laura Plourde, Registered Representatives and Advisory services offered through Securities America Advisors, Inc. James W. Coleman, Investment Advisor Representative. Coleman Financial Advisory Group and Securities America, Inc are not affiliated.

We are registered to sell Insurance Products in the following states: Connecticut, Florida, Georgia, New York, North Carolina, Ohio, South Carolina and Wisconsin. We are registered to sell Securities in the following states: California, Colorado, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Washington and Wisconsin.