507 N. Front Street Harrisburg, PA 17101
717.260.9281

Secure Client Portal

sharefile

ShareFile is a secure online portal that we utilize to safely exchange documents between our firm and our clients.

Schwab

*Please note that Schwab should not ask you for your personal identification information once you have an account set up. We advise you to contact Roof Advisory Group if you are ever unsure.

Whether it’s your retirement plan, your personal wealth management or any of our financial services, these tools assist in keeping your information secure and private.