Client Resources

Schwab Accounts – Access your account.

DST Financial Services – In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

Survivor’s Notebook – Developing and maintaining a personal estate plan is essential to achieving your financial security. Gathering your financial information into one document provides a centralized place where your information can be organized and maintained, making things simpler for you and your family in the event of an emergency or death.

How to Handle Market Declines – Investor behavior is often the biggest hindrance to long-term wealth. At DST Financial Services, we recommend that everyone reads this piece to see how greed or fear can potentially diminish investment returns. We encourage all clients and prospective clients to understand what constitutes successful investor behavior.

Beyond Investment Illusions – Long-term focus is the key. Become a better informed and more sophisticated investor by learning from others’ common mistakes.

Quarterly Newsletter – Access the latest quarterly newsletter anytime right here. This newsletter is sent at the beginning of each quarter and contains various content that we hope you find educational and enjoyable.

Rising Interest Rates

Reasons Not to Invest

Recent Lessons On Market Pullbacks

Presidential Elections

Contact Us

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DST Financial Services, 30 Springhill Farm Court, Cockeysville, Maryland 21030, Phone: 617-290-5965, Fax: 866-544-7492,
Dan Taylor, registered representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. DST Financial Services and Cambridge Investment Research, Inc., are not affiliated companies.

Cambridge Investment Research, Inc. does not offer tax advice.

This communication is strictly intended for individuals residing in the states of DE, CA, CO, FL, GA, IL, KY, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV and DC. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, DST Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.