Adviceworks
- View your investment accounts
- Update contact details
- Download statements and tax forms for Pershing accounts
- Set delivery preferences for Pershing accounts
Need assistance accessing your accounts?
Please contact Laura Collins and she will be happy to walk you through setting up your accounts and making sure you can view your information at any time. Laura can be reached directly at 585-634-4849 or by emailing laurac@itppartners.com
NEW!
Text us anytime at 585-902-2726
We are now using the service MyRepChat to provide you with a way to text our team! This is a text only service that we can use to send and receive text messages that are compliant with SEC & FINRA regulations. We are very excited to open another channel of convenient communication.
What You Need to Know About Social Security
It May Be Time for a Financial Checkup
We Work For You
Our first priority is to take care of you and your family at every stage of life. iTP Partners, LLC wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Words of Wisdom
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our Team
Our professionals are ready to evaluate and support all your potential investments.
About Us
Years of experience have prepared iTP Partners, LLC to guide you through life's transitions.
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Laura Collins is a registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.