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How to Get Help With
Any Issue |
| call 1-800-772-1887 or click
on any name below to send an email |
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Financial Planning Team |
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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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Client Service
Issues |
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Call or write members of the
client service team if
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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Business issues |
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Call or write Marcia if
you have questions related to the following:
- Billing questions
- Getting signed up for LifeLock
- Finding a member of the financial
planning team
- When in doubt, call Marcia
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