How Our Technology Works for You

This Pettinga Financial website contains a secure login feature for our clients to access their personal financial information in one location.  We provide a secure location for our clients to consolidate their portfolio, estate plan documents, insurance policies, and tax returns.  We update portfolio information daily, so our clients always know precisely where they stand.

Pettinga Financial uses the latest security measures to protect your data.  We utilize security on all of our individual computers, firewall our servers, password protect your portfolio reviews when we email them to you at your request, and shred all documents immediately after scanning them to our server for storage.

Every member of our firm has secure remote access to email and our server data.  We monitor our email daily, and it is common for our clients to receive responses from us on weekends and during vacations.  This commitment sets us apart from our competitors.  We know that when you have a question about your money, you need an answer as soon as possible.