The advantages of working together online

The secure site on makes it easy for clients to collaborate with me as we work together to define and achieve your goals.

In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more

Register today at, or contact me for help getting started.


Nathaniel Bernos, Financial Advisor serving the Farmington Hills, MI area - Ameriprise Advisors

Nathaniel Bernos


Financial Advisor

Vice President
Visit Nathaniel Bernos's website


Kathleen Kelly

Client Service Coordinator,