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