2023 - ERB FINANCIAL

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Helpful Links & Websites

 

INVESTMENT RELATED

Access to your Investments Online account

Link to your online Pershing account – Netxinvestor: www.netxinvestor.com

Link to first time log in instructions:  Netxinvestor Instructions

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Access to your Online Financial Plan – MoneyGuide Pro

Link to your online Financial Plan – MoneyGuide:  www.moneyguidepro.com

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Access to your American Funds account

 

Link to your American Funds Account:  www.capitalgroup.com

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TAX RELATED

Where’s my Federal Refund?
You will need to know the primary social security number, filing status, and the amount of refund.

Where’s my NY State Refund?
You will need to know the primary social security number and the amount of refund.

Where’s my Amended Federal return?

State Government Websites
https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/State-Links-1

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GENERAL
Free Credit Reports

Identity Theft Information

Apply for Medicare only

Apply for Social Security

Compare Medicare Part D Drug Plans

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Call: (585) 426-8190

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Retirment Savings Challenges for Women


©2025 Broadridge Investor Solutions, Inc.

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Recent Posts

  • Erb Financial: July Newsletter 2025
  • Family Fun for Less: Tips to Help Cut Costs on Your Next Vacation
  • Buying a Condo? Focus on the Financials
  • Have You Set a Retirement Savings Goal?
  • Travel Spending Surpasses Pre-Pandemic Levels

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Financial Calculators

Call: (585) 426-8190

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Copyright 2019 - ERB FINANCIAL is an independent contractor who offers Securities and Investment Advisory Services through Ashton Thomas Securities, LLC, member FINRA/SIPC, 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Ashton Thomas Securities, LLC and Erb Financial are separate entities; There is no common ownership between the two. Ashton Thomas Securities, LLC is a Member of [FINRA] and [SIPC]
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  • Home
  • About
    ▼
    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
    ▼
    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
    • Newsletters
    • Forms & Worksheets
    • Women and Investing
  • Blog
  • Contact
    ▼
    • Contact Us
    • Driving Directions
  • broker