Author: Steve Roth

What measures has Rea taken to protect client data? Find out.

Rea & Associates unveiled its redesigned client portal. Clients who are already using the portal have given very positive feedback to the changes, noting that its user friendly design allows them to access the information they need whenever they need it. If you’re not using it yet, perhaps your questions are among our frequently asked … Continued

You’re in a meeting after business hours, and need access to a document from your Rea & Associates advisor. What can you do? If you have set up access through our client portal, you’ll have access to all the tax returns, financial statements, spread sheets or other financial documents you’ve developed with your Rea advisor … Continued