IWM Partners Releases Custom Financial App for Apple and Android Devices

The wealth management firm IWM Partners releases a custom app, giving clients access to personal finance videos and articles, notifications about office news and upcoming events, an easy way to get in touch and schedule appointments with the IWM Partners team, and more.

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The IWM Partners team

This app is a fantastic way for us to connect with clients on a daily basis and gives clients the option to schedule appointments and ask questions in the way that is most convenient for them.

Fountain Valley, CA (PRWEB) October 31, 2013

The LPL financial advisors at IWM Partners today released a custom financial app, giving clients convenient access to notifications about upcoming events and office news, a consistently updated stream of personal finance videos and financial articles, an easy way to contact and set up an appointment with a member of the team, and more.

The app is available free of charge on the Apple iTunes Store for iPhones and iPads and the Google Play Store for Android phones and tablets.

“This app is a fantastic way for us to connect with clients on a daily basis and gives clients the option to schedule appointments and ask questions in the way that is most convenient for them,” said IWM Partners financial advisor Michael Hernandez, CFP®.

The IWM Partners app features consistently updated videos on topics ranging from “What is a Stretch IRA” to “A Brief History of Estate Taxes” to “Password Protection Strategies” and more. With the “Ask a Question” feature, clients can quickly get in touch and receive an answer on their phone or tablet. The appointment feature allows clients to schedule meeting with their advisor from their phone or tablet.

For those going to the IWM Partners office for the first time, the map feature connects to the phone’s navigation and directs people to the office. The app is also an easy way for clients to access the IWM Partners Facebook, Twitter, LinkedIn and YouTube pages in addition to the IWM Partners website.

About IWM Partners

With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the Orange County LPL financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.

  • The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.


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