Broker Check

Message to My Clients

Welcome to our site, I hope you find it beneficial!

I just wanted to point out that the "View My Account" link on the home page will take you directly to the Cadaret Grant Web site and from there you will be able to enter your User ID and have 24-hour access to your accounts. If you have any questions or trouble just give me a call at the office and one of us will help you out.

Please keep checking back, information is updated weekly!

Some of the other features on this site you should check into:

  • There are many financial calculators under the "Learning Center" tab that you can use to assist you in your everyday personal finances.
  • Under the Learning Center tab there are also several research articles that you might be interested in. These are updated everyday to make the information the most beneficial.
  • There are also newsletters on the home page on various financial topics, you should check in every so often to see if one of them interests you.
  • You can use the "Market Watch" tab to do anything from looking up single stock, to registering and setting up your whole portfolio if you want. There are many tools here you should definitely check out for yourself.
  • There is a "Request a Quote" section that you can utilize. If you see something in there that you might be interested in, just fill out the form for the appropriate request and I will contact you soon after to let you know what I come up with.
  • There is a "Tell a Friend" Link that you can use to let a friend know about this site so they can get more information about me and what I do and have access to all of the resources available.

If you have any suggestions or comments please give me a call or shoot me an e-mail and let me know, your opinion is very important to me.

Hope to speak with you soon,

-Bob