Contact

How to Get Help With Any Issue

Call 1-800-772-1887 or click on any name below to send an email

Financial Planning Team

Client Service Issues

Call or write members of the financial planning team if you have questions related to any of the following: 

  • Our financial planning or investment philosophy
  • The state of the economy or financial markets
  • Your financial plan or to discuss a new planning issue
  • Your portfolio
  • Understanding your financial planning, investment, or tax reports
Call or write members of the client service team you have questions related to the following: 

  • Moving money (e.g. deposits, withdrawals, transfers, wires, checks)
  • Account paperwork (e.g. new accounts, beneficiary changes, etc.)
  • Scheduling appointments
  • Questions about accessing your Private Page
  • Trading issues (e.g. questions about a trade or margin balance)

YeBu East Coast
301 Maple Avenue West, Suite 600
Vienna, VA 22180
Tel. (703) 538-2116
Tel. (800) 772-1887
Fax (866) 549-4990
YeBu West Coast
220 Montgomery Street, Suite 900
San Francisco, CA 94104
Tel. (415) 956-9686
Tel. (800) 772-1887
Fax (866) 549-4990

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YeBu Offices

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson