Client Center



Client Login

- Individual Clients
- Business Clients
- Client Employee

Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

Accounts Payable Login

QuickBooks Online

TD Ameritrade Client Login

Access Your Financial Plan

Investment Performance Portal

Video Meeting

Join a scheduled video meeting with our staff.
Join Meeting
Send Request

Financial freedom? Yes…you can!

Prime Plus Services

As we reach into our retirement years, we all have different needs. But ensuring your financial stability, even when potential illnesses and medical expenses may challenge you, is not an impossible task. Just as when you built your financial assets, this is when planning and strategy are key.

With planning and proactive income and expense management strategies, Stapp Financial’s Prime Plus staff are experts in helping clients prepare customized plans that deal with estate planning, retirement issues, addressing long-term care needs, and managing routine financial expenses.

Contact us to learn more about our Prime Plus Services.

Latest from Our Blog