The Westerman Group, LLC (TWG) provides investment and wealth management services. Our advisors work with you to develop customized financial plans for their clients based on proven research strategies and investment ideas. This application allows our clients to access and view their investment accounts on the go. Clients will be able to get real time portfolio balances, as well as dial in performance metrics of their choosing, view transaction history, etc. If you would like to become a client of TWG, please contact us at (330) 467 - 3111 or email firstname.lastname@example.org.
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