Client Resources
Secure Document Storage
We employ a secure online file system for all our client's data called SmartVault. If you don't have access currently please reach out to our office.
For data security purposes, we do not accept files sent to us through email.
Privacy for our clients, and our client's data is of utmost importance to Bigelow Family Financial, LLC
Client Tax Questionnaire
You may fill out your client questionnaire online - a copy of your responses will be emailed to you for your records.
Other Helpful Documents
Here are a number of helpful documents.