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Resources

Online Access

  • Login & Registration for Albridge Wealth Reporting
  • Login & Registration for Wealthscape Investor Online Brokerage Access

User Guides and Helpful Instructions

  • Wealthscape eDelivery + TurboTax® for Simplified Tax Filing
  • Step-by-Step Instructions for eDelivery Enrollment
  • Download the Wealthscape Investor Mobile App
  • Using Mobile Check Deposit

Questionnaires

  • Discovery & Risk Tolerance Questionnaire
  • Your Financial Profile Questionnaire
  • NextPhase Retirement Income Solutions
  • Social Security Planning

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Our Offices

California

332 Cantle Lane
Encinitas, CA 92024
858-367-8410

Arizona

1546 W. Tombstone Trail
Phoenix, AZ 85085
623-587-6065

Hawai'i

73-1438 Kukuna Street
Kailua-Kona, HI 96740
808-657-4848

Contact US

John b. Czajkowski, CFP®, MS

John@HeritageWealthMgrs.com

Sheri Melendrez

Sheri@HeritageWealthMgrs.com
Fax: 623-587-5454
Securities America Form CRS

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FINRA broker check.

California Insurance License #0B21151. Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, John Czajkowski, Registered Principal. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor, John Czajkowski, Financial Advisor. Heritage Wealth Managers and Securities America companies are unaffiliated.  

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide tax or legal advice; please consult the appropriate professional regarding your specific situation.

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