Client Access

Click the following links to view your investments:


Summit Financial Networks Online Access:


Equity Institutional formerly Sterling Trust Company Online Access:


The information being provided is a courtesy.  When you link to any of these websites provided you are leaving this site.  Baumgartner Financial Services, Ltd makes no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  When you access one of these sites, you are leaving the Baumgartner Financial Services, Ltd website and you assume total responsibility and risk for your use of the sites you are linking to.