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BKM Wealth Management's mobile app allows clients anytime access to their finances
BKM Wealth
by BKM Wealth Management, LLC
What is it about?
BKM Wealth Management's mobile app allows clients anytime access to their finances. You can easily view the most important parts of your financial life. Connect and view your accounts for an organized view of your complete financial picture. Review your financial goals and priorities to ensure that your plan is always up to date. You can also securely upload documents and communicate with your financial advisor. If you are a client of BKM Wealth Management and would like to discuss access to this tool, please contact your financial advisor. BKM Wealth Management is an SEC registered investment advisory firm based in Brookfield, Wisconsin. BKM serves clients as their fiduciary, putting their best interests first. They provide financial planning and investment management to a select group of clients, and serve as consultants to 401(k) plan sponsors. Financial advisors whose mission is to positively impact lives. www.bkmwm.com
App Screenshots
App Store Description
BKM Wealth Management's mobile app allows clients anytime access to their finances. You can easily view the most important parts of your financial life. Connect and view your accounts for an organized view of your complete financial picture. Review your financial goals and priorities to ensure that your plan is always up to date. You can also securely upload documents and communicate with your financial advisor. If you are a client of BKM Wealth Management and would like to discuss access to this tool, please contact your financial advisor. BKM Wealth Management is an SEC registered investment advisory firm based in Brookfield, Wisconsin. BKM serves clients as their fiduciary, putting their best interests first. They provide financial planning and investment management to a select group of clients, and serve as consultants to 401(k) plan sponsors. Financial advisors whose mission is to positively impact lives. www.bkmwm.com
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
