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This provides a one-stop review of all your investments. We can customize a variety of reports to detail performance as we review your accounts.


TotalView Financial is your personalized wealth management system that provides a comprehensive overview at your entire financial picture in real time. We work with you to combine all your accounts, information, and important documents in this one location. You’ll have access at any time, day or night.

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

No offers may be made or accepted from any resident outside the specified states(s): AZ, CA, FL, IN, KS, MD, MN, NH, SD, TX, and WI.

The Jacobson Group is not affiliated with Royal Alliance Associates, Inc.

Royal Alliance does not offer tax or legal advice.




This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, IN, KS, MD, MN, NH, NY, SD, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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