Author: Steve Roth
Feb 1, 2019

Blog
We Beefed Up Our First Line Of Defense Against Cybercrime
What measures has Rea taken to protect client data? Find out.
Jan 18, 2012

Blog
Frequently Asked Questions About Rea’s Client Portal
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
Nov 23, 2011

Blog
Rea Clients Can Gain 24/7 Online Access through Portal
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