Exploring Options

We’re glad to hear you’re taking the first steps toward increased focus and support. Our goal at this stage is to protect you from falling victim to the ‘google-it’ approach, without the foundation to know if what you’re finding is credible and relevant.

We’ve created some educational resources to help ensure you have access to quality information. We also invite you to sign up to receive ongoing, no-obligation pointers and information from Griffin Black.

We wish you the best of luck in your endeavors and hope you’ll reach out for an appointment when the time is right for you.

If you want to continue learning, sign up for one or more of our regular information bulletins. You’ll receive our latest insights about important financial topics, as well as invitations to Griffin Black’s informative webinars. There’s no obligation and you can unsubscribe at any time.

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What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications