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Client Resources

Download and complete our Client_Discovery_Questionnaire before your consultation to ensure a productive and quality financial meeting. Once complete, you will need to save this to your computer as a PDF and email or fax it to our office. Contact Us if you have any questions.

To access your brokerage accounts online and sign up for electronic delivery of your account statements and other documents, simply CLICK HERE to access the WealthScape Investor website.

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Hill Financial Services, PC

2425 Post Road, Suite 100

Southport, CT 06890

FAX: 1.866.282.4308

356 Main Street

Wallingford, Connecticut 06492

203.284.0040

bonnie@hillfs.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hill Financial Services, PC and Cambridge are not affiliated. Tax services are offered through Hill Financial Services, P.C.

This communication is strictly intended for individuals residing in the states of AL, CA, CT, DE, FL, GA, MA, MD, NY, RI, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Hill Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.